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Root Financial Partners’s Regal Rexnord RRX Stock Holding History

Root Financial Partners’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 		– Sell
-236
Closed -$44.2K – 2600
2026
Q1 		$44.2K Buy
236
+13
+6% +$2.42K ﹤0.01% 927
2025
Q4 		$31.3K Buy
223
+25
+13% +$3.56K ﹤0.01% 917
2025
Q3 		$28.4K Buy
+198
New +$29.2K ﹤0.01% 924

Other funds holding RRX

RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Root Financial Partners's RRX Position: Q2 2026 in Review

Root Financial Partners sold out of Regal Rexnord (RRX) in Q2 2026, closing a stake of 236 shares — an estimated $44.2K sold.

Root Financial Partners first reported a position in RRX in Q3 2025 and held it in 3 quarters. The position peaked at $44.2K in Q1 2026. 171 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Root Financial Partners reported no remaining Regal Rexnord position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 236 Regal Rexnord shares in Q2 2026, an estimated $44.2K.
  • Root Financial Partners first reported a position in Regal Rexnord in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Regal Rexnord position peaked at $44.2K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.