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Crown Oak Advisors’s Rollins ROL Stock Holding History

Crown Oak Advisors’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.35M Buy
224,015
+6,942
+3% +$355K 4.35% 8
2026
Q1 		$11.6M Buy
217,073
+1,059
+0.5% +$63K 5.82% 6
2025
Q4 		$13M Sell
216,014
-1,330
-0.6% -$78.1K 6.15% 4
2025
Q3 		$12.3M Hold
217,344
– – 5.8% 5
2025
Q2 		$12.3M Buy
217,344
+1,547
+0.7% +$86.8K 5.8% 5
2025
Q1 		$11.7M Buy
215,797
+8,855
+4% +$445K 5.89% 6
2024
Q4 		$9.59M Buy
206,942
+24,750
+14% +$1.21M 4.94% 9
2024
Q3 		$9.22M Sell
182,192
-6,102
-3% -$301K 5.12% 8
2024
Q2 		$9.19M Buy
188,294
+226
+0.1% +$10.4K 5.19% 7
2024
Q1 		$8.7M Sell
188,068
-13,433
-7% -$592K 4.79% 10
2023
Q4 		$9.55M Buy
+201,501
New +$7.84M 5.58% 5

Other funds holding ROL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Crown Oak Advisors's ROL Position: Q2 2026 in Review

Crown Oak Advisors increased its Rollins (ROL) stake by 3.2% in Q2 2026, buying an estimated $355K and bringing the position to 224,015 shares worth $9.35M. The position accounts for 4.35% of the portfolio, ranked #8.

Crown Oak Advisors first reported a position in ROL in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q4 2025. 379 funds tracked by Wall St. Rank hold ROL as of Q2 2026.

  • Crown Oak Advisors held 224,015 shares of Rollins worth $9.35M as of Q2 2026.
  • Crown Oak Advisors bought 6,942 Rollins shares in Q2 2026, an estimated $355K.
  • Rollins made up 4.35% of Crown Oak Advisors's portfolio in Q2 2026, its #8 holding.
  • Crown Oak Advisors first reported a position in Rollins in Q4 2023 and has held it in 11 quarters since.
  • Crown Oak Advisors's Rollins position peaked at $13M in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Rollins as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.