RRX Regal Beloit Corp Com

Ownership history in STEPH & CO  ·  26 quarters on record

AI Ownership Summary

STEPH & CO reported Regal Beloit Corp Com (RRX) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q1. The latest visible filing shows RRX at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPH & CO's position in Regal Beloit Corp Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RRX was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPH & CO held RRX — position size vs. price
% of Fund (quarterly)    RRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,107 -280 -8.3% 0.17% $582K 2026-04-17 $205.40
2025 Q4 REDUCED 3,387 -1,271 -27.3% 0.14% $475K 2026-01-23 $155.77
2025 Q3 REDUCED 4,658 -523 -10.1% 0.20% $668K 2025-10-06 $149.40
2025 Q2 ADDED 5,181 +258 +5.2% 0.24% $751K 2025-07-16 $144.95
2025 Q1 ADDED 4,923 +1,171 +31.2% 0.20% $560K 2025-04-23 $101.65
2024 Q4 REDUCED 3,752 -18 -0.5% 0.20% $582K 2025-01-14 $153.52
2024 Q3 REDUCED 3,770 -1,268 -25.2% 0.20% $625K 2024-10-15 $171.75
2024 Q2 REDUCED 5,038 -58 -1.1% 0.23% $681K 2024-07-30 $155.86
2024 Q1 ADDED 5,096 +830 +19.5% 0.32% $918K 2024-04-12 $160.00
2023 Q4 REDUCED 4,266 -1,094 -20.4% 0.31% $631K 2024-01-31 $130.67
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STEPH & CO and RRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPH & CO reported owning RRX?

STEPH & CO reported RRX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RRX position in STEPH & CO's portfolio?

The largest reported portfolio weight for RRX was 0.32% in 2024 Q1.

What is the latest reported RRX position on this page?

The most recent filing on this page is 2026 Q1, when STEPH & CO reported 3,107 shares, equal to 0.17% of portfolio, with an estimated market value of $582K.

What does the chart on this RRX ownership page compare?

The chart compares STEPH & CO's quarterly RRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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