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Rise Advisors’s Regal Rexnord RRX Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-154
Closed -$22K – 1166
2025
Q3 		$22K Buy
154
+1
+0.7% +$147 0.01% 524
2025
Q2 		$22.2K Hold
153
– – 0.01% 472
2025
Q1 		$17.4K Sell
153
-32
-17% -$4.45K 0.01% 593
2024
Q4 		$28.7K Hold
185
– – 0.01% 415
2024
Q3 		$30.7K Buy
185
+1
+0.5% +$154 0.01% 401
2024
Q2 		$24.9K Hold
184
– – 0.01% 476
2024
Q1 		$33.1K Buy
+184
New +$28.7K 0.02% 339

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rise Advisors's RRX Position: Q4 2025 in Review

Rise Advisors sold out of Regal Rexnord (RRX) in Q4 2025, closing a stake of 154 shares — an estimated $22K sold.

Rise Advisors first reported a position in RRX in Q1 2024 and held it in 7 quarters. The position peaked at $33.1K in Q1 2024. 475 funds tracked by Wall St. Rank hold RRX as of Q4 2025.

  • Rise Advisors reported no remaining Regal Rexnord position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 154 Regal Rexnord shares in Q4 2025, an estimated $22K.
  • Rise Advisors first reported a position in Regal Rexnord in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Regal Rexnord position peaked at $33.1K in Q1 2024.
  • 475 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.