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Private Wealth Management Group’s Regal Rexnord RRX Stock Holding History

Private Wealth Management Group’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 		$4.29K Hold
18
– – ﹤0.01% 904
2026
Q1 		$3.37K Hold
18
– – ﹤0.01% 905
2025
Q4 		$2.53K Buy
18
+13
+260% +$1.85K ﹤0.01% 1006
2025
Q3 		$718 Hold
5
– – ﹤0.01% 1362
2025
Q2 		$725 Sell
5
-44
-90% -$5.52K ﹤0.01% 1346
2025
Q1 		$5.58K Buy
49
+30
+158% +$4.17K ﹤0.01% 678
2024
Q4 		$2.95K Hold
19
– – ﹤0.01% 946
2024
Q3 		$3.15K Buy
19
+10
+111% +$1.54K ﹤0.01% 903
2024
Q2 		$1.22K Hold
9
– – ﹤0.01% 1220
2024
Q1 		$1.62K Buy
+9
New +$1.4K ﹤0.01% 1071

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

Private Wealth Management Group's RRX Position: Q2 2026 in Review

Private Wealth Management Group held its Regal Rexnord (RRX) position steady in Q2 2026 at 18 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Private Wealth Management Group first reported a position in RRX in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.58K in Q1 2025. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Private Wealth Management Group held 18 shares of Regal Rexnord worth $4.29K as of Q2 2026.
  • Private Wealth Management Group left its Regal Rexnord share count unchanged in Q2 2026.
  • Regal Rexnord made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #904 holding.
  • Private Wealth Management Group first reported a position in Regal Rexnord in Q1 2024 and has held it in 10 quarters since.
  • Private Wealth Management Group's Regal Rexnord position peaked at $5.58K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.