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Prospera Financial Services’s Regal Rexnord RRX Stock Holding History

Prospera Financial 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 		$867K Sell
3,642
-115
-3% -$24K 0.01% 827
2026
Q1 		$704K Sell
3,757
-1,200
-24% -$223K 0.01% 868
2025
Q4 		$696K Sell
4,957
-1,216
-20% -$173K 0.01% 813
2025
Q3 		$885K Buy
6,173
+41
+0.7% +$6.04K 0.02% 715
2025
Q2 		$889K Sell
6,132
-61
-1% -$7.65K 0.02% 697
2025
Q1 		$705K Sell
6,193
-436
-7% -$60.6K 0.02% 665
2024
Q4 		$1.03M Sell
6,629
-6
-0.1% -$1.01K 0.02% 540
2024
Q3 		$1.1M Buy
6,635
+6
+0.1% +$927 0.03% 481
2024
Q2 		$896K Buy
6,629
+320
+5% +$49.8K 0.02% 535
2024
Q1 		$1.14M Sell
6,309
-100
-2% -$15.6K 0.03% 464
2023
Q4 		$949K Buy
6,409
+568
+10% +$71.7K 0.03% 480
2023
Q3 		$835K Buy
5,841
+481
+9% +$74K 0.03% 462
2023
Q2 		$825K Buy
5,360
+425
+9% +$57.9K 0.03% 467
2023
Q1 		$695K Buy
+4,935
New +$714K 0.03% 518
2022
Q3 		– Sell
-160
Closed -$18K – 1438
2022
Q2 		$18K Hold
160
– – ﹤0.01% 1234
2022
Q1 		$24K Buy
+160
New +$25.6K ﹤0.01% 1666

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

Prospera Financial Services's RRX Position: Q2 2026 in Review

Prospera Financial Services reduced its Regal Rexnord (RRX) stake by 3.1% in Q2 2026, selling an estimated $24K and leaving 3,642 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #827.

Prospera Financial Services first reported a position in RRX in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2024. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Prospera Financial Services held 3,642 shares of Regal Rexnord worth $867K as of Q2 2026.
  • Prospera Financial Services sold 115 Regal Rexnord shares in Q2 2026, an estimated $24K.
  • Regal Rexnord made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #827 holding.
  • Prospera Financial Services first reported a position in Regal Rexnord in Q1 2022 and has held it in 16 quarters since.
  • Prospera Financial Services's Regal Rexnord position peaked at $1.14M in Q1 2024.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.