Root Financial Partners
RRX icon

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
Q3 		$40.8K Buy
+263
New +$47.5K ﹤0.01% 1188
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Root Financial Partners's RRX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Regal Rexnord (RRX) in Q3 2026: 263 shares worth $40.8K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RRX as recently as Q1 2026.

Root Financial Partners first reported a position in RRX in Q3 2025 and has held it in 4 quarters since. The position peaked at $44.2K in Q1 2026. 479 funds tracked by Wall St. Rank hold RRX as of Q3 2026.

  • Root Financial Partners held 263 shares of Regal Rexnord worth $40.8K as of Q3 2026.
  • Regal Rexnord was a new Root Financial Partners position in Q3 2026.
  • Regal Rexnord made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1188 holding.
  • Root Financial Partners first reported a position in Regal Rexnord in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Regal Rexnord position peaked at $44.2K in Q1 2026.
  • 479 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.