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West Branch Capital’s Regal Rexnord RRX Stock Holding History

West Branch Capital’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
2025
Q1 		– Sell
-1
Closed -$215 – 566
2024
Q4 		$215 Hold
1
– – ﹤0.01% 472
2024
Q3 		$229 Buy
+1
New +$154 ﹤0.01% 460

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

West Branch Capital's RRX Position: Q1 2025 in Review

West Branch Capital sold out of Regal Rexnord (RRX) in Q1 2025, closing a stake of 1 share — an estimated $215 sold.

West Branch Capital first reported a position in RRX in Q3 2024 and held it in 2 quarters. The position peaked at $229 in Q3 2024. 437 funds tracked by Wall St. Rank hold RRX as of Q1 2025.

  • West Branch Capital reported no remaining Regal Rexnord position as of Q1 2025 after selling out during the quarter.
  • West Branch Capital sold 1 Regal Rexnord share in Q1 2025, an estimated $215.
  • West Branch Capital first reported a position in Regal Rexnord in Q3 2024 and held it in 2 quarters.
  • West Branch Capital's Regal Rexnord position peaked at $229 in Q3 2024.
  • 437 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.