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Pinnacle Wealth Planning Services’s Regal Rexnord RRX Stock Holding History

Pinnacle Wealth Planning Services’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 		$46.7K Sell
196
-3
-2% -$627 ﹤0.01% 1312
2026
Q1 		$37.3K Buy
199
+27
+16% +$5.02K ﹤0.01% 1359
2025
Q4 		$24.1K Buy
+172
New +$24.5K ﹤0.01% 1628
2021
Q1 		– Sell
-78
Closed -$10K – 1624
2020
Q4 		$10K Buy
+78
New +$8.61K ﹤0.01% 1400

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

Pinnacle Wealth Planning Services's RRX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Regal Rexnord (RRX) stake by 1.5% in Q2 2026, selling an estimated $627 and leaving 196 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Pinnacle Wealth Planning Services first reported a position in RRX in Q4 2020 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 196 shares of Regal Rexnord worth $46.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3 Regal Rexnord shares in Q2 2026, an estimated $627.
  • Regal Rexnord made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1312 holding.
  • Pinnacle Wealth Planning Services first reported a position in Regal Rexnord in Q4 2020 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.