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Summit Place Financial Advisors’s Regal Rexnord RRX Stock Holding History

Summit Place Financial Advisors’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 		$1.27M Buy
5,326
+263
+5% +$55K 0.56% 61
2026
Q1 		$948K Buy
5,063
+1,515
+43% +$282K 0.46% 66
2025
Q4 		$498K Buy
3,548
+325
+10% +$46.2K 0.24% 70
2025
Q3 		$462K Buy
3,223
+463
+17% +$68.2K 0.22% 74
2025
Q2 		$400K Buy
+2,760
New +$346K 0.2% 71

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 Place Financial Advisors's RRX Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Regal Rexnord (RRX) stake by 5.2% in Q2 2026, buying an estimated $55K and bringing the position to 5,326 shares worth $1.27M. The position accounts for 0.56% of the portfolio, ranked #61.

Summit Place Financial Advisors first reported a position in RRX in Q2 2025 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Summit Place Financial Advisors held 5,326 shares of Regal Rexnord worth $1.27M as of Q2 2026.
  • Summit Place Financial Advisors bought 263 Regal Rexnord shares in Q2 2026, an estimated $55K.
  • Regal Rexnord made up 0.56% of Summit Place Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Summit Place Financial Advisors first reported a position in Regal Rexnord in Q2 2025 and has held it in 5 quarters since.
  • 609 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.