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Strategic Family Wealth Counselors’s Regal Rexnord RRX Stock Holding History

Strategic Family Wealth Counselors’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
-2,775
Closed -$423K – 215
2025
Q4 		$423K Buy
+2,775
New +$395K 0.09% 133

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Strategic Family Wealth Counselors's RRX Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Regal Rexnord (RRX) in Q1 2026, closing a stake of 2,775 shares — an estimated $423K sold.

Strategic Family Wealth Counselors first reported a position in RRX in Q4 2025 and held it in 1 quarter. The position peaked at $423K in Q4 2025. 545 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Regal Rexnord position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,775 Regal Rexnord shares in Q1 2026, an estimated $423K.
  • Strategic Family Wealth Counselors first reported a position in Regal Rexnord in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Regal Rexnord position peaked at $423K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.