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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 – 1167
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 $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return