Seamount Financial Group
ROK icon

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
Q3 		$239K Hold
550
– – 0.09% 128
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
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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Seamount Financial Group held its Rockwell Automation (ROK) position steady in Q3 2026 at 550 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #128.

Seamount Financial Group first reported a position in ROK in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q2 2026. 506 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Seamount Financial Group held 550 shares of Rockwell Automation worth $239K as of Q3 2026.
  • Seamount Financial Group left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up 0.09% of Seamount Financial Group's portfolio in Q3 2026, its #128 holding.
  • Seamount Financial Group first reported a position in Rockwell Automation in Q3 2025 and has held it in 4 quarters since.
  • Seamount Financial Group's Rockwell Automation position peaked at $272K in Q2 2026.
  • 506 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.