Sowell Financial Services’s Regal Rexnord RRX Stock Holding History

Sowell Financial Services’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	$239K	Buy	+1,003	New	+$210K	0.01%	979
2021 Q2	–	Sell	-3,000	Closed	-$452K	–	2269
2021 Q1	$452K	Buy	3,000 +492	+20%	+$67.6K	0.02%	686
2020 Q4	$308K	Hold	2,508	–	–	0.01%	686
2020 Q3	$235K	Sell	2,508 -200	-7%	-$19K	0.01%	679
2020 Q2	$236K	Buy	2,708 +2,700	+33,750%	+$202K	0.01%	665
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	2309
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	2414
2019 Q3	$1K	Buy	+8	New	+$604	﹤0.01%	2298

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Sowell Financial Services's RRX Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Regal Rexnord (RRX) in Q2 2026: 1,003 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in RRX as recently as Q1 2021.

Sowell Financial Services first reported a position in RRX in Q3 2019 and has held it in 8 quarters since. The position peaked at $452K in Q1 2021. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

Sowell Financial Services held 1,003 shares of Regal Rexnord worth $239K as of Q2 2026.
Regal Rexnord was a new Sowell Financial Services position in Q2 2026.
Regal Rexnord made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #979 holding.
Sowell Financial Services first reported a position in Regal Rexnord in Q3 2019 and has held it in 8 quarters since.
Sowell Financial Services's Regal Rexnord position peaked at $452K in Q1 2021.
608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.