1620 INVESTMENT ADVISORS, INC. RRX Regal Rexnord Corp.

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  9 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported Regal Rexnord Corp. (RRX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.16% in 2026 Q2. The latest visible filing shows RRX at 0.16% 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.

What this RRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in Regal Rexnord Corp., 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 Q2

RRX was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 1620 INVESTMENT ADVISORS, INC. 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 1,097 -19 -1.7% 0.16% $261K 2026-07-14 $211.20
2026 Q1 ADDED 1,116 +95 +9.3% 0.14% $209K 2026-05-13 $205.39
2025 Q4 ADDED 1,021 +77 +8.2% 0.10% $143K 2026-02-05 $199.29
2025 Q3 ADDED 944 +75 +8.6% 0.09% $135K 2025-10-07 $143.10
2025 Q2 ADDED 869 +219 +33.7% 0.09% $126K 2025-08-07 $139.82
2025 Q1 ADDED 650 +2 +0.3% 0.06% $74K 2025-05-14 $140.79
2024 Q4 ADDED 648 +196 +43.4% 0.08% $101K 2025-02-11 $133.76
2024 Q3 ADDED 452 +67 +17.4% 0.05% $75K 2024-10-25 $163.77
2024 Q2 INITIATED 385 0.04% $52K 2024-07-23 $149.28

FAQ About 1620 INVESTMENT ADVISORS, INC. and RRX

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

How long has 1620 INVESTMENT ADVISORS, INC. reported owning RRX?

1620 INVESTMENT ADVISORS, INC. reported RRX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported RRX position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for RRX was 0.16% in 2026 Q2.

What is the latest reported RRX position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 1,097 shares, equal to 0.16% of portfolio, with an estimated market value of $261K.

What does the chart on this RRX ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'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.

How well did 1620 INVESTMENT ADVISORS, INC. time their RRX position?

Based on 13F filing dates vs. subsequent RRX price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on RRX relative to SPY over the holding period was +0.9%.

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