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Polaris Financial Partners’s Rockwell Automation ROK Stock Holding History

Polaris Financial Partners’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 		$42K Buy
+96
New +$42.7K 0.02% 198

Other funds holding ROK

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's ROK Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Rockwell Automation (ROK) in Q3 2026: 96 shares worth $42K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings.

9 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Polaris Financial Partners held 96 shares of Rockwell Automation worth $42K as of Q3 2026.
  • Rockwell Automation was a new Polaris Financial Partners position in Q3 2026.
  • Rockwell Automation made up 0.02% of Polaris Financial Partners's portfolio in Q3 2026, its #198 holding.
  • 9 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.