Skip to main content

Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

RRX holding history

Regal Rexnord Corp in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RRX overviewAll 13F holders of RRXFull Q2 2026 holdings

Shares (Q2 2026)
1,877
Value
$447.1K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of RRX by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,877$447.1K0.2%−6−0.3%ReducedHolders
Q1 20261,883$352.6K0.2%−321−14.6%ReducedHolders
Q4 20252,204$309.3K0.2%+28+1.3%AddedHolders
Q3 20252,176$312.1K0.2%+2,176NewHolders