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Merit Financial Group’s Regal Rexnord RRX Stock Holding History

Merit Financial Group’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$498K Buy
2,092
+213
+11% +$44.5K ﹤0.01% 1494
2026
Q1 		$352K Sell
1,879
-378
-17% -$70.3K ﹤0.01% 1570
2025
Q4 		$317K Buy
2,257
+127
+6% +$18.1K ﹤0.01% 1535
2025
Q3 		$305K Buy
2,130
+171
+9% +$25.2K ﹤0.01% 1441
2025
Q2 		$284K Buy
+1,959
New +$246K ﹤0.01% 1365
2024
Q2 		– Sell
-1,640
Closed -$271K – 940
2024
Q1 		$271K Buy
1,640
+87
+6% +$13.6K 0.01% 745
2023
Q4 		$230K Buy
+1,553
New +$196K 0.01% 687

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Merit Financial Group's RRX Position: Q2 2026 in Review

Merit Financial Group increased its Regal Rexnord (RRX) stake by 11% in Q2 2026, buying an estimated $44.5K and bringing the position to 2,092 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Merit Financial Group first reported a position in RRX in Q4 2023 and has held it in 7 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Merit Financial Group held 2,092 shares of Regal Rexnord worth $498K as of Q2 2026.
  • Merit Financial Group bought 213 Regal Rexnord shares in Q2 2026, an estimated $44.5K.
  • Regal Rexnord made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1494 holding.
  • Merit Financial Group first reported a position in Regal Rexnord in Q4 2023 and has held it in 7 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.