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Southern Capital Advisors’s Rockwell Automation ROK Stock Holding History

Southern Capital Advisors’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 		$266K Buy
+537
New +$234K 0.11% 73
2026
Q1 		– Sell
-537
Closed -$209K – 89
2025
Q4 		$209K Buy
+537
New +$202K 0.1% 82
2022
Q1 		– Sell
-634
Closed -$221K – 96
2021
Q4 		$221K Buy
+634
New +$210K 0.14% 68

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Southern Capital Advisors's ROK Position: Q2 2026 in Review

Southern Capital Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 537 shares worth $266K. The stake represents 0.11% of the portfolio and ranks #73 among its holdings. This is a return to the name: Southern Capital Advisors previously reported a position in ROK as recently as Q4 2025.

Southern Capital Advisors first reported a position in ROK in Q4 2021 and has held it in 3 quarters since. 657 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Southern Capital Advisors held 537 shares of Rockwell Automation worth $266K as of Q2 2026.
  • Rockwell Automation was a new Southern Capital Advisors position in Q2 2026.
  • Rockwell Automation made up 0.11% of Southern Capital Advisors's portfolio in Q2 2026, its #73 holding.
  • Southern Capital Advisors first reported a position in Rockwell Automation in Q4 2021 and has held it in 3 quarters since.
  • 657 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.