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Nations Financial Group’s Rockwell Automation ROK Stock Holding History

Nations 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 		$735K Buy
1,483
+36
+2% +$15.7K 0.04% 453
2026
Q1 		$520K Buy
1,447
+1
+0.1% +$395 0.03% 526
2025
Q4 		$563K Buy
1,446
+28
+2% +$10.5K 0.03% 494
2025
Q3 		$496K Buy
1,418
+1
+0.1% +$345 0.03% 489
2025
Q2 		$471K Buy
1,417
+1
+0.1% +$285 0.03% 470
2025
Q1 		$366K Hold
1,416
– – 0.03% 498
2024
Q4 		$405K Sell
1,416
-12
-0.8% -$3.38K 0.03% 494
2024
Q3 		$384K Sell
1,428
-41
-3% -$10.9K 0.03% 507
2024
Q2 		$404K Sell
1,469
-15
-1% -$4.05K 0.03% 464
2024
Q1 		$433K Buy
1,484
+32
+2% +$9.22K 0.04% 448
2023
Q4 		$451K Buy
1,452
+501
+53% +$140K 0.04% 411
2023
Q3 		$272K Buy
951
+253
+36% +$78.2K 0.03% 515
2023
Q2 		$230K Sell
698
-8
-1% -$2.31K 0.02% 563
2023
Q1 		$207K Buy
+706
New +$201K 0.02% 571
2022
Q2 		– Sell
-1,242
Closed -$348K – 560
2022
Q1 		$348K Hold
1,242
– – 0.04% 395
2021
Q4 		$433K Buy
1,242
+9
+0.7% +$2.98K 0.06% 316
2021
Q3 		$363K Sell
1,233
-18
-1% -$5.53K 0.06% 321
2021
Q2 		$358K Buy
+1,251
New +$337K 0.06% 303

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Nations Financial Group increased its Rockwell Automation (ROK) stake by 2.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,483 shares worth $735K. The position accounts for 0.04% of the portfolio, ranked #453.

Nations Financial Group first reported a position in ROK in Q2 2021 and has held it in 18 quarters since. 419 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Nations Financial Group held 1,483 shares of Rockwell Automation worth $735K as of Q2 2026.
  • Nations Financial Group bought 36 Rockwell Automation shares in Q2 2026, an estimated $15.7K.
  • Rockwell Automation made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #453 holding.
  • Nations Financial Group first reported a position in Rockwell Automation in Q2 2021 and has held it in 18 quarters since.
  • 419 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.