PFS
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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

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return