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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Optimize Financial's RRX Position: Q1 2026 in Review

Optimize Financial reduced its Regal Rexnord (RRX) stake by 15% in Q1 2026, selling an estimated $59.7K and leaving 1,883 shares worth $353K. The position accounts for 0.17% of the portfolio, ranked #226.

Optimize Financial first reported a position in RRX in Q3 2025 and has held it in 3 quarters since. 544 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Optimize Financial held 1,883 shares of Regal Rexnord worth $353K as of Q1 2026.
  • Optimize Financial sold 321 Regal Rexnord shares in Q1 2026, an estimated $59.7K.
  • Regal Rexnord made up 0.17% of Optimize Financial's portfolio in Q1 2026, its #226 holding.
  • Optimize Financial first reported a position in Regal Rexnord in Q3 2025 and has held it in 3 quarters since.
  • 544 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.