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BFC Planning, Inc.’s Rockwell Automation ROK Stock Holding History

BFC Planning, Inc.’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 		$994K Buy
2,009
+22
+1% +$9.6K 0.04% 400
2026
Q1 		$714K Sell
1,987
-520
-21% -$205K 0.03% 457
2025
Q4 		$975K Buy
2,507
+1,018
+68% +$383K 0.04% 373
2025
Q3 		$521K Buy
1,489
+25
+2% +$8.64K 0.04% 374
2025
Q2 		$486K Sell
1,464
-79
-5% -$22.5K 0.04% 367
2025
Q1 		$399K Buy
1,543
+60
+4% +$16.7K 0.04% 389
2024
Q4 		$424K Buy
+1,483
New +$417K 0.04% 380

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BFC Planning, Inc.'s ROK Position: Q2 2026 in Review

BFC Planning, Inc. increased its Rockwell Automation (ROK) stake by 1.1% in Q2 2026, buying an estimated $9.6K and bringing the position to 2,009 shares worth $994K. The position accounts for 0.04% of the portfolio, ranked #400.

BFC Planning, Inc. first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • BFC Planning, Inc. held 2,009 shares of Rockwell Automation worth $994K as of Q2 2026.
  • BFC Planning, Inc. bought 22 Rockwell Automation shares in Q2 2026, an estimated $9.6K.
  • Rockwell Automation made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #400 holding.
  • BFC Planning, Inc. first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.