Montag & Associates’s Regal Rexnord RRX Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-8	Closed	-$1.15K	–	1129
2025 Q3	$1.15K	Buy	+8	New	+$1.18K	﹤0.01%	994

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Montag & Associates's RRX Position: Q4 2025 in Review

Montag & Associates sold out of Regal Rexnord (RRX) in Q4 2025, closing a stake of 8 shares — an estimated $1.15K sold.

Montag & Associates first reported a position in RRX in Q3 2025 and held it in 1 quarter. The position peaked at $1.15K in Q3 2025. 475 funds tracked by Wall St. Rank hold RRX as of Q4 2025.

Montag & Associates reported no remaining Regal Rexnord position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 8 Regal Rexnord shares in Q4 2025, an estimated $1.15K.
Montag & Associates first reported a position in Regal Rexnord in Q3 2025 and held it in 1 quarter.
Montag & Associates's Regal Rexnord position peaked at $1.15K in Q3 2025.
475 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.