Perfromance Wealth Partners’s Regal Rexnord RRX Stock Holding History

Perfromance Wealth Partners’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	$666K	Buy	2,796 +15	+0.5%	+$3.13K	0.02%	121
2026 Q1	$521K	Buy	2,781 +21	+0.8%	+$3.9K	0.02%	118
2025 Q4	$387K	Hold	2,760	–	–	0.01%	149
2025 Q3	$396K	Hold	2,760	–	–	0.01%	147
2025 Q2	$400K	Hold	2,760	–	–	0.01%	129
2025 Q1	$314K	Hold	2,760	–	–	0.01%	131
2024 Q4	$428K	Hold	2,760	–	–	0.01%	108
2024 Q3	$458K	Hold	2,760	–	–	0.02%	108
2024 Q2	$373K	Hold	2,760	–	–	0.01%	102
2024 Q1	$497K	Hold	2,760	–	–	0.02%	97
2023 Q4	$409K	Hold	2,760	–	–	0.02%	113
2023 Q3	$394K	Hold	2,760	–	–	0.02%	120
2023 Q2	$425K	Hold	2,760	–	–	0.02%	128
2023 Q1	$388K	Hold	2,760	–	–	0.02%	130
2022 Q4	$331K	Hold	2,760	–	–	0.02%	122
2022 Q3	$387K	Hold	2,760	–	–	0.02%	112
2022 Q2	$313K	Hold	2,760	–	–	0.02%	123
2022 Q1	$411K	Hold	2,760	–	–	0.02%	117
2021 Q4	$470K	Buy	+2,760	New	+$437K	0.02%	119

Other funds holding RRX

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perfromance Wealth Partners's RRX Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Regal Rexnord (RRX) stake by 0.54% in Q2 2026, buying an estimated $3.13K and bringing the position to 2,796 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #121.

Perfromance Wealth Partners first reported a position in RRX in Q4 2021 and has held it in 19 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

Perfromance Wealth Partners held 2,796 shares of Regal Rexnord worth $666K as of Q2 2026.
Perfromance Wealth Partners bought 15 Regal Rexnord shares in Q2 2026, an estimated $3.13K.
Regal Rexnord made up 0.02% of Perfromance Wealth Partners's portfolio in Q2 2026, its #121 holding.
Perfromance Wealth Partners first reported a position in Regal Rexnord in Q4 2021 and has held it in 19 quarters since.
610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.