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Jefferies Financial Group’s Rockwell Automation ROK Stock Holding History

Jefferies 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
2024
Q2 		– Sell
-2,000
Closed -$583K – 1814
2024
Q1 		$583K Buy
+2,000
New +$576K 0.01% 1011

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jefferies Financial Group's ROK Position: Q1 2026 in Review

Jefferies Financial Group increased its Rockwell Automation (ROK) stake by 34% in Q1 2026, buying an estimated $660K and bringing the position to 6,574 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #580.

Jefferies Financial Group first reported a position in ROK in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.42M in Q1 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Jefferies Financial Group held 6,574 shares of Rockwell Automation worth $2.36M as of Q1 2026.
  • Jefferies Financial Group bought 1,673 Rockwell Automation shares in Q1 2026, an estimated $660K.
  • Rockwell Automation made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #580 holding.
  • Jefferies Financial Group first reported a position in Rockwell Automation in Q1 2023 and has held it in 9 quarters since.
  • Jefferies Financial Group's Rockwell Automation position peaked at $4.42M in Q1 2023.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.