UMB Bank’s Regal Rexnord RRX Stock Holding History

UMB Bank’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	$184K	Sell	980 -43	-4%	-$7.99K	﹤0.01%	719
2025 Q4	$144K	Buy	1,023 +60	+6%	+$8.54K	﹤0.01%	790
2025 Q3	$138K	Buy	963 +79	+9%	+$11.6K	﹤0.01%	747
2025 Q2	$128K	Buy	884 +416	+89%	+$52.2K	﹤0.01%	737
2025 Q1	$53.3K	Buy	468 +82	+21%	+$11.4K	﹤0.01%	1022
2024 Q4	$59.9K	Buy	386 +41	+12%	+$6.93K	﹤0.01%	844
2024 Q3	$57.2K	Buy	345 +145	+73%	+$22.4K	﹤0.01%	831
2024 Q2	$27K	Sell	200 -14	-7%	-$2.18K	﹤0.01%	981
2024 Q1	$38.5K	Buy	214 +17	+9%	+$2.65K	﹤0.01%	880
2023 Q4	$29.2K	Hold	197	–	–	﹤0.01%	951
2023 Q3	$28.1K	Hold	197	–	–	﹤0.01%	979
2023 Q2	$30.3K	Hold	197	–	–	﹤0.01%	974
2023 Q1	$27.7K	Sell	197 -29	-13%	-$4.2K	﹤0.01%	992
2022 Q4	$27K	Sell	226 -45	-17%	-$5.9K	﹤0.01%	1008
2022 Q3	$38K	Buy	271 +27	+11%	+$3.63K	﹤0.01%	937
2022 Q2	$27K	Hold	244	–	–	﹤0.01%	1069
2022 Q1	$37K	Sell	244 -3	-1%	-$481	﹤0.01%	1042
2021 Q4	$42K	Buy	+247	New	+$39.1K	﹤0.01%	1041

Other funds holding RRX

BlackRock New York $5.7T AUM 30.48% 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 $156B AUM 27.51% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return