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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 $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 $1.88T 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

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

Jefferies Financial Group increased its Rockwell Automation (ROK) stake by 12% in Q2 2026, buying an estimated $353K and bringing the position to 7,385 shares worth $3.66M. The position accounts for 0.02% of the portfolio, ranked #469.

Jefferies Financial Group first reported a position in ROK in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.42M in Q1 2023. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Jefferies Financial Group held 7,385 shares of Rockwell Automation worth $3.66M as of Q2 2026.
  • Jefferies Financial Group bought 811 Rockwell Automation shares in Q2 2026, an estimated $353K.
  • Rockwell Automation made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #469 holding.
  • Jefferies Financial Group first reported a position in Rockwell Automation in Q1 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Rockwell Automation position peaked at $4.42M in Q1 2023.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.