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Independent Financial Group’s Rockwell Automation ROK Stock Holding History

Independent Financial 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 		$211K Buy
+426
New +$185K ﹤0.01% 1451

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

Independent Financial Group's ROK Position: Q2 2026 in Review

Independent Financial Group opened a new position in Rockwell Automation (ROK) in Q2 2026: 426 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1451 among its holdings.

1,456 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Independent Financial Group held 426 shares of Rockwell Automation worth $211K as of Q2 2026.
  • Rockwell Automation was a new Independent Financial Group position in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1451 holding.
  • 1,456 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.