Marshall & Sterling Wealth Advisors Inc.
Position in RRX — Regal Rexnord Corp
CIK 2056315
POUGHKEEPSIE, NY
Position in RRX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,096
+$1,224 QoQ
Shares Held
13
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 604 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RRX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Marshall & Sterling Wealth Advisors Inc. holds $714,411 across 4 Specialty Industrial Machinery names. RRX ranks #4 (0.4% of the industry book) .
All Filings in RRX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,096 | 13 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,872 | 10 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,403 | 10 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,577 | 11 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,449 | 10 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||