Nations Financial Group
ROK icon

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
Q3 		$639K Sell
1,467
-16
-1% -$7.12K 0.03% 481
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nations Financial Group's ROK Position: Q3 2026 in Review

Nations Financial Group reduced its Rockwell Automation (ROK) stake by 1.1% in Q3 2026, selling an estimated $7.12K and leaving 1,467 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #481.

Nations Financial Group first reported a position in ROK in Q2 2021 and has held it in 19 quarters since. The position peaked at $735K in Q2 2026. 985 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Nations Financial Group held 1,467 shares of Rockwell Automation worth $639K as of Q3 2026.
  • Nations Financial Group sold 16 Rockwell Automation shares in Q3 2026, an estimated $7.12K.
  • Rockwell Automation made up 0.03% of Nations Financial Group's portfolio in Q3 2026, its #481 holding.
  • Nations Financial Group first reported a position in Rockwell Automation in Q2 2021 and has held it in 19 quarters since.
  • Nations Financial Group's Rockwell Automation position peaked at $735K in Q2 2026.
  • 985 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.