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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
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

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

Perigon Wealth Management's RRX Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Regal Rexnord (RRX) in Q2 2026: 1,194 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in RRX as recently as Q1 2024.

Perigon Wealth Management first reported a position in RRX in Q1 2024 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Perigon Wealth Management held 1,194 shares of Regal Rexnord worth $284K as of Q2 2026.
  • Regal Rexnord was a new Perigon Wealth Management position in Q2 2026.
  • Regal Rexnord made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1152 holding.
  • Perigon Wealth Management first reported a position in Regal Rexnord in Q1 2024 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

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