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Seamount Financial Group’s Rockwell Automation ROK Stock Holding History

Seamount 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 		$272K Buy
+550
New +$239K 0.11% 122
2026
Q1 		– Sell
-550
Closed -$214K – 139
2025
Q4 		$214K Sell
550
-50
-8% -$18.8K 0.1% 128
2025
Q3 		$210K Buy
+600
New +$207K 0.1% 132

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

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

Seamount Financial Group opened a new position in Rockwell Automation (ROK) in Q2 2026: 550 shares worth $272K. The stake represents 0.11% of the portfolio and ranks #122 among its holdings. This is a return to the name: Seamount Financial Group previously reported a position in ROK as recently as Q4 2025.

Seamount Financial Group first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Seamount Financial Group held 550 shares of Rockwell Automation worth $272K as of Q2 2026.
  • Rockwell Automation was a new Seamount Financial Group position in Q2 2026.
  • Rockwell Automation made up 0.11% of Seamount Financial Group's portfolio in Q2 2026, its #122 holding.
  • Seamount Financial Group first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.