Yorktown Management & Research Company’s Regal Rexnord RRX Stock Holding History

Yorktown Management & Research Company’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 Q4	–	Sell	-2,300	Closed	-$330K	–	241
2025 Q3	$330K	Hold	2,300	–	–	0.26%	158
2025 Q2	$333K	Hold	2,300	–	–	0.32%	147
2025 Q1	$262K	Sell	2,300 -1,775	-44%	-$247K	0.28%	173
2024 Q4	$632K	Buy	4,075 +800	+24%	+$135K	0.61%	45
2024 Q3	$543K	Buy	3,275 +975	+42%	+$151K	0.56%	63
2024 Q2	$311K	Hold	2,300	–	–	0.33%	147
2024 Q1	$414K	Hold	2,300	–	–	0.39%	101
2023 Q4	$340K	Hold	2,300	–	–	0.36%	134
2023 Q3	$329K	Hold	2,300	–	–	0.37%	119
2023 Q2	$354K	Buy	+2,300	New	+$313K	0.38%	124

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Yorktown Management & Research Company's RRX Position: Q4 2025 in Review

Yorktown Management & Research Company sold out of Regal Rexnord (RRX) in Q4 2025, closing a stake of 2,300 shares — an estimated $330K sold.

Yorktown Management & Research Company first reported a position in RRX in Q2 2023 and held it in 10 quarters. The position peaked at $632K in Q4 2024. 474 funds tracked by Wall St. Rank hold RRX as of Q4 2025.

Yorktown Management & Research Company reported no remaining Regal Rexnord position as of Q4 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 2,300 Regal Rexnord shares in Q4 2025, an estimated $330K.
Yorktown Management & Research Company first reported a position in Regal Rexnord in Q2 2023 and held it in 10 quarters.
Yorktown Management & Research Company's Regal Rexnord position peaked at $632K in Q4 2024.
474 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2025.

Based on Yorktown Management & Research Company's 13F filing for Q4 2025, filed 23 Jan 2026.