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Spire Wealth Management’s Regal Rexnord RRX Stock Holding History

Spire Wealth Management’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
-10
Closed -$1.47K – 2385
2025
Q4 		$1.47K Buy
+10
New +$1.42K ﹤0.01% 2147
2024
Q2 		– Sell
-10
Closed -$1.89K – 2368
2024
Q1 		$1.89K Sell
10
-263
-96% -$41K ﹤0.01% 2112
2023
Q4 		$38.2K Sell
273
-6
-2% -$757 ﹤0.01% 1295
2023
Q3 		$39.8K Sell
279
-127
-31% -$19.5K ﹤0.01% 1248
2023
Q2 		$62.5K Buy
406
+128
+46% +$17.4K ﹤0.01% 1113
2023
Q1 		$39.1K Buy
278
+149
+116% +$21.6K ﹤0.01% 1304
2022
Q4 		$16K Hold
129
– – ﹤0.01% 1466
2022
Q3 		$18K Sell
129
-4,137
-97% -$556K ﹤0.01% 1376
2022
Q2 		$484K Buy
4,266
+3,949
+1,246% +$502K 0.02% 483
2022
Q1 		$47K Sell
317
-2,168
-87% -$348K ﹤0.01% 1474
2021
Q4 		$423K Buy
2,485
+2,184
+726% +$346K 0.01% 758
2021
Q3 		$45K Buy
301
+133
+79% +$19.1K ﹤0.01% 1516
2021
Q2 		$22K Sell
168
-21
-11% -$2.96K ﹤0.01% 1837
2021
Q1 		$27K Buy
+189
New +$26K ﹤0.01% 2031

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Spire Wealth Management's RRX Position: Q1 2026 in Review

Spire Wealth Management sold out of Regal Rexnord (RRX) in Q1 2026, closing a stake of 10 shares — an estimated $1.47K sold.

Spire Wealth Management first reported a position in RRX in Q1 2021 and held it in 14 quarters. The position peaked at $484K in Q2 2022. 546 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Spire Wealth Management reported no remaining Regal Rexnord position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 10 Regal Rexnord shares in Q1 2026, an estimated $1.47K.
  • Spire Wealth Management first reported a position in Regal Rexnord in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's Regal Rexnord position peaked at $484K in Q2 2022.
  • 546 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.