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United Capital Financial Advisors’s Regal Rexnord RRX Stock Holding History

United Capital 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
Q1 		$585K Sell
3,122
-263
-8% -$48.9K ﹤0.01% 987
2025
Q4 		$475K Sell
3,385
-1,080
-24% -$154K ﹤0.01% 984
2025
Q3 		$640K Buy
4,465
+2,371
+113% +$349K ﹤0.01% 787
2025
Q2 		$304K Sell
2,094
-182
-8% -$22.8K ﹤0.01% 919
2025
Q1 		$259K Sell
2,276
-148
-6% -$20.6K ﹤0.01% 936
2024
Q4 		$376K Sell
2,424
-71
-3% -$12K ﹤0.01% 817
2024
Q3 		$414K Buy
2,495
+204
+9% +$31.5K ﹤0.01% 780
2024
Q2 		$310K Sell
2,291
-34
-1% -$5.29K ﹤0.01% 837
2024
Q1 		$419K Sell
2,325
-573
-20% -$89.3K ﹤0.01% 783
2023
Q4 		$429K Sell
2,898
-1,408
-33% -$178K ﹤0.01% 764
2023
Q3 		$615K Sell
4,306
-2,090
-33% -$322K ﹤0.01% 600
2023
Q2 		$984K Sell
6,396
-340
-5% -$46.3K 0.01% 551
2023
Q1 		$948K Buy
+6,736
New +$975K 0.01% 590

Other funds holding RRX

BlackRock
BlackRock New York $5.72T 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
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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's RRX Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Regal Rexnord (RRX) stake by 7.8% in Q1 2026, selling an estimated $48.9K and leaving 3,122 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

United Capital Financial Advisors first reported a position in RRX in Q1 2023 and has held it in 13 quarters since. The position peaked at $984K in Q2 2023. 544 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • United Capital Financial Advisors held 3,122 shares of Regal Rexnord worth $585K as of Q1 2026.
  • United Capital Financial Advisors sold 263 Regal Rexnord shares in Q1 2026, an estimated $48.9K.
  • Regal Rexnord made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #987 holding.
  • United Capital Financial Advisors first reported a position in Regal Rexnord in Q1 2023 and has held it in 13 quarters since.
  • United Capital Financial Advisors's Regal Rexnord position peaked at $984K in Q2 2023.
  • 544 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.