SageView Advisory Group’s Regal Rexnord RRX Stock Holding History

SageView Advisory Group’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	–	Sell	-80	Closed	-$11.2K	–	2051
2025 Q4	$11.2K	Buy	+80	New	+$11.4K	﹤0.01%	1671

Other funds holding RRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SageView Advisory Group's RRX Position: Q1 2026 in Review

SageView Advisory Group sold out of Regal Rexnord (RRX) in Q1 2026, closing a stake of 80 shares — an estimated $11.2K sold.

SageView Advisory Group first reported a position in RRX in Q4 2025 and held it in 1 quarter. The position peaked at $11.2K in Q4 2025. 546 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

SageView Advisory Group reported no remaining Regal Rexnord position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 80 Regal Rexnord shares in Q1 2026, an estimated $11.2K.
SageView Advisory Group first reported a position in Regal Rexnord in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Regal Rexnord position peaked at $11.2K in Q4 2025.
546 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.