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Farther Finance Advisors’s Rockwell Automation ROK Stock Holding History

Farther Finance Advisors’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
Q3 		$1.32M Buy
3,028
+111
+4% +$49.4K 0.01% 988
2026
Q2 		$1.44M Sell
2,917
-85
-3% -$37K 0.01% 891
2026
Q1 		$1.11M Buy
3,002
+135
+5% +$53.3K 0.01% 903
2025
Q4 		$1.12M Buy
2,867
+328
+13% +$123K 0.01% 831
2025
Q3 		$887K Buy
2,539
+188
+8% +$64.9K 0.01% 780
2025
Q2 		$781K Buy
2,351
+60
+3% +$17.1K 0.02% 701
2025
Q1 		$593K Buy
2,291
+1,262
+123% +$351K 0.02% 711
2024
Q4 		$294K Sell
1,029
-494
-32% -$139K 0.01% 815
2024
Q3 		$409K Sell
1,523
-3
-0.2% -$796 0.02% 674
2024
Q2 		$405K Buy
1,526
+121
+9% +$32.7K 0.02% 561
2024
Q1 		$398K Sell
1,405
-56
-4% -$16.1K 0.02% 456
2023
Q4 		$453K Buy
1,461
+436
+43% +$122K 0.03% 371
2023
Q3 		$293K Buy
1,025
+671
+190% +$207K 0.05% 298
2023
Q2 		$117K Buy
354
+78
+28% +$22.5K 0.03% 414
2023
Q1 		$81K Buy
276
+72
+35% +$20.5K 0.02% 467
2022
Q4 		$52.5K Buy
+204
New +$51.2K 0.02% 470

Other funds holding ROK

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Farther Finance Advisors's ROK Position: Q3 2026 in Review

Farther Finance Advisors increased its Rockwell Automation (ROK) stake by 3.8% in Q3 2026, buying an estimated $49.4K and bringing the position to 3,028 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #988.

Farther Finance Advisors first reported a position in ROK in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.44M in Q2 2026. 83 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Farther Finance Advisors held 3,028 shares of Rockwell Automation worth $1.32M as of Q3 2026.
  • Farther Finance Advisors bought 111 Rockwell Automation shares in Q3 2026, an estimated $49.4K.
  • Rockwell Automation made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #988 holding.
  • Farther Finance Advisors first reported a position in Rockwell Automation in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Rockwell Automation position peaked at $1.44M in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.