OF
RRX icon

Optimize Financial’s Regal Rexnord RRX Stock Holding History

Optimize Financial’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 		$447K Sell
1,877
-6
-0.3% -$1.25K 0.16% 184
2026
Q1 		$353K Sell
1,883
-321
-15% -$59.7K 0.17% 226
2025
Q4 		$309K Buy
2,204
+28
+1% +$3.98K 0.16% 264
2025
Q3 		$312K Buy
+2,176
New +$321K 0.16% 270

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

Optimize Financial's RRX Position: Q2 2026 in Review

Optimize Financial reduced its Regal Rexnord (RRX) stake by 0.32% in Q2 2026, selling an estimated $1.25K and leaving 1,877 shares worth $447K. The position accounts for 0.16% of the portfolio, ranked #184.

Optimize Financial first reported a position in RRX in Q3 2025 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Optimize Financial held 1,877 shares of Regal Rexnord worth $447K as of Q2 2026.
  • Optimize Financial sold 6 Regal Rexnord shares in Q2 2026, an estimated $1.25K.
  • Regal Rexnord made up 0.16% of Optimize Financial's portfolio in Q2 2026, its #184 holding.
  • Optimize Financial first reported a position in Regal Rexnord in Q3 2025 and has held it in 4 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.