Phoenix Financial’s Regal Rexnord RRX Stock Holding History

Phoenix 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
2025 Q3	–	Sell	-4,645	Closed	-$673K	–	491
2025 Q2	$673K	Buy	+4,645	New	+$583K	0.01%	264

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Phoenix Financial's RRX Position: Q3 2025 in Review

Phoenix Financial sold out of Regal Rexnord (RRX) in Q3 2025, closing a stake of 4,645 shares — an estimated $673K sold.

Phoenix Financial first reported a position in RRX in Q2 2025 and held it in 1 quarter. The position peaked at $673K in Q2 2025. 475 funds tracked by Wall St. Rank hold RRX as of Q3 2025.

Phoenix Financial reported no remaining Regal Rexnord position as of Q3 2025 after selling out during the quarter.
Phoenix Financial sold 4,645 Regal Rexnord shares in Q3 2025, an estimated $673K.
Phoenix Financial first reported a position in Regal Rexnord in Q2 2025 and held it in 1 quarter.
Phoenix Financial's Regal Rexnord position peaked at $673K in Q2 2025.
475 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.