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BOK Financial Private Wealth’s Rockwell Automation ROK Stock Holding History

BOK Financial Private Wealth’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.46K Buy
+9
New +$3.92K ﹤0.01% 513
2026
Q1 		– Sell
-85
Closed -$33.1K – 502
2025
Q4 		$33.1K Buy
+85
New +$32K ﹤0.01% 322
2025
Q1 		– Sell
-3
Closed -$858 – 637
2024
Q4 		$858 Hold
3
– – ﹤0.01% 521
2024
Q3 		$806 Buy
+3
New +$796 ﹤0.01% 503

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOK Financial Private Wealth's ROK Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Rockwell Automation (ROK) in Q2 2026: 9 shares worth $4.46K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in ROK as recently as Q4 2025.

BOK Financial Private Wealth first reported a position in ROK in Q3 2024 and has held it in 4 quarters since. The position peaked at $33.1K in Q4 2025. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • BOK Financial Private Wealth held 9 shares of Rockwell Automation worth $4.46K as of Q2 2026.
  • Rockwell Automation was a new BOK Financial Private Wealth position in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #513 holding.
  • BOK Financial Private Wealth first reported a position in Rockwell Automation in Q3 2024 and has held it in 4 quarters since.
  • BOK Financial Private Wealth's Rockwell Automation position peaked at $33.1K in Q4 2025.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.