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Summit Financial’s Regal Rexnord RRX Stock Holding History

Summit Financial’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 		$218K Buy
+913
New +$191K ﹤0.01% 1488

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Summit Financial's RRX Position: Q2 2026 in Review

Summit Financial opened a new position in Regal Rexnord (RRX) in Q2 2026: 913 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1488 among its holdings.

608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Summit Financial held 913 shares of Regal Rexnord worth $218K as of Q2 2026.
  • Regal Rexnord was a new Summit Financial position in Q2 2026.
  • Regal Rexnord made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1488 holding.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.