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Community Financial Services Group’s Rockwell Automation ROK Stock Holding History

Community Financial Services Group’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 		$704K Hold
1,458
– – 0.1% 79
2026
Q1 		$538K Buy
+1,458
New +$575K 0.09% 74

Other funds holding ROK

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Community Financial Services Group's ROK Position: Q2 2026 in Review

Community Financial Services Group held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,458 shares worth $704K. The position accounts for 0.1% of the portfolio, ranked #79.

Community Financial Services Group first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Community Financial Services Group held 1,458 shares of Rockwell Automation worth $704K as of Q2 2026.
  • Community Financial Services Group left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.1% of Community Financial Services Group's portfolio in Q2 2026, its #79 holding.
  • Community Financial Services Group first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.