Perigon Wealth Management
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Perigon Wealth Management’s Regal Rexnord RRX Stock Holding History

Perigon Wealth Management’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
Q3 		– Sell
-1,194
Closed -$284K – 1545
2026
Q2 		$284K Buy
+1,194
New +$249K ﹤0.01% 1152
2024
Q2 		– Sell
-1,144
Closed -$206K – 909
2024
Q1 		$206K Buy
+1,144
New +$178K 0.01% 803

Other funds holding RRX

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Perigon Wealth Management's RRX Position: Q3 2026 in Review

Perigon Wealth Management sold out of Regal Rexnord (RRX) in Q3 2026, closing a stake of 1,194 shares — an estimated $284K sold.

Perigon Wealth Management first reported a position in RRX in Q1 2024 and held it in 2 quarters. The position peaked at $284K in Q2 2026. 135 funds tracked by Wall St. Rank hold RRX as of Q3 2026.

  • Perigon Wealth Management reported no remaining Regal Rexnord position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 1,194 Regal Rexnord shares in Q3 2026, an estimated $284K.
  • Perigon Wealth Management first reported a position in Regal Rexnord in Q1 2024 and held it in 2 quarters.
  • Perigon Wealth Management's Regal Rexnord position peaked at $284K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.