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Wood Tarver Financial Group’s Regal Rexnord RRX Stock Holding History

Wood Tarver Financial 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
2025
Q1 		– Sell
-1
Closed – – 786
2024
Q4 		$0 Buy
+1
New +$169 ﹤0.01% 747

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

Wood Tarver Financial Group's RRX Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of Regal Rexnord (RRX) in Q1 2025, closing a stake of 1 share.

Wood Tarver Financial Group first reported a position in RRX in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 437 funds tracked by Wall St. Rank hold RRX as of Q1 2025.

  • Wood Tarver Financial Group reported no remaining Regal Rexnord position as of Q1 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1 Regal Rexnord share in Q1 2025.
  • Wood Tarver Financial Group first reported a position in Regal Rexnord in Q4 2024 and held it in 1 quarter.
  • Wood Tarver Financial Group's Regal Rexnord position peaked at $0 in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.