NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in ROK — Rockwell Automation, Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$734,203
+$214,904 QoQ
Shares Held
1,483
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#789
of 1,525 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $25,011,649 across 9 Specialty Industrial Machinery names. ROK ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
38,612 | $5,527,307 | |
| 2 | GNRC |
Generac Holdings Inc.
|
18,144 | $5,312,744 | |
| 3 | GEV |
GE Vernova Inc.
|
4,196 | $4,929,712 | |
| 4 | ETN |
Eaton Corp plc
|
9,797 | $4,174,697 | |
| 5 | ITW |
Illinois Tool Works Inc
|
6,776 | $1,832,704 | |
| 6 | PH |
Parker-Hannifin Corp
|
1,241 | $1,213,846 | |
| 7 | DOV |
DOVER Corp
|
4,765 | $1,068,694 | |
| 8 | ROK |
Rockwell Automation, Inc
This page
|
1,483 | $734,203 |
All Filings in ROK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,203 | 1,483 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $519,299 | 1,447 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $562,595 | 1,446 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $495,633 | 1,418 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $470,684 | 1,417 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $365,866 | 1,416 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $404,678 | 1,416 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $383,360 | 1,428 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $404,386 | 1,469 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $432,333 | 1,484 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $450,816 | 1,452 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $271,862 | 951 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $229,956 | 698 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $207,175 | 706 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $347,797 | 1,242 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $433,271 | 1,242 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $362,551 | 1,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $357,811 | 1,251 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||