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Summit Trail Advisors’s Regal Rexnord RRX Stock Holding History

Summit Trail 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 		$2.21M Buy
9,269
+2,265
+32% +$473K 0.03% 547
2026
Q1 		$1.31M Sell
7,004
-53
-0.8% -$9.85K 0.02% 798
2025
Q4 		$991K Sell
7,057
-988
-12% -$141K 0.02% 826
2025
Q3 		$1.16M Buy
8,045
+6,221
+341% +$917K 0.02% 746
2025
Q2 		$265K Buy
+1,824
New +$229K ﹤0.01% 971
2018
Q1 		– Sell
-14
Closed -$1K – 1403
2017
Q4 		$1K Buy
+14
New +$1.09K ﹤0.01% 1850

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 Trail Advisors's RRX Position: Q2 2026 in Review

Summit Trail Advisors increased its Regal Rexnord (RRX) stake by 32% in Q2 2026, buying an estimated $473K and bringing the position to 9,269 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #547.

Summit Trail Advisors first reported a position in RRX in Q4 2017 and has held it in 6 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Summit Trail Advisors held 9,269 shares of Regal Rexnord worth $2.21M as of Q2 2026.
  • Summit Trail Advisors bought 2,265 Regal Rexnord shares in Q2 2026, an estimated $473K.
  • Regal Rexnord made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #547 holding.
  • Summit Trail Advisors first reported a position in Regal Rexnord in Q4 2017 and has held it in 6 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.