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United Financial Planning Group’s Regal Rexnord RRX Stock Holding History

United Financial Planning Group’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 		$7.86K Hold
33
– – ﹤0.01% 290
2026
Q1 		$6.18K Buy
+33
New +$6.13K ﹤0.01% 284

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

United Financial Planning Group's RRX Position: Q2 2026 in Review

United Financial Planning Group held its Regal Rexnord (RRX) position steady in Q2 2026 at 33 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

United Financial Planning Group first reported a position in RRX in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • United Financial Planning Group held 33 shares of Regal Rexnord worth $7.86K as of Q2 2026.
  • United Financial Planning Group left its Regal Rexnord share count unchanged in Q2 2026.
  • Regal Rexnord made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #290 holding.
  • United Financial Planning Group first reported a position in Regal Rexnord in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.