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Rialto Wealth Management’s Regal Rexnord RRX Stock Holding History

Rialto Wealth Management’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
Q1 		$4.12K Buy
22
+6
+38% +$1.11K ﹤0.01% 631
2025
Q4 		$2.25K Buy
16
+3
+23% +$427 ﹤0.01% 711
2025
Q3 		$1.86K Hold
13
– – ﹤0.01% 690
2025
Q2 		$1.89K Buy
13
+7
+117% +$878 ﹤0.01% 628
2025
Q1 		$684 Buy
+6
New +$834 ﹤0.01% 719

Other funds holding RRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return