Position in RRX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$231,282
-$136,220 QoQ
Shares Held
971
-59.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#437
of 604 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RRX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $24,701,266 across 10 Specialty Industrial Machinery names. RRX ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,776 | $10,310,571 | |
| 2 | ETN |
Eaton Corp plc
|
22,373 | $9,533,582 | |
| 3 | CMI |
Cummins Inc
|
1,758 | $1,253,823 | |
| 4 | EMR |
Emerson Electric Co
|
8,267 | $1,183,421 | |
| 5 | PH |
Parker-Hannifin Corp
|
842 | $823,577 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,396 | $691,131 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,100 | $322,091 | |
| 8 | RRX |
Regal Rexnord Corp
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|
971 | $231,282 |
All Filings in RRX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,282 | 971 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $367,502 | 2,369 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $349,177 | 2,105 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $290,993 | 2,152 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||