Skip to main content

WBI INVESTMENTS, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1397424 RED BANK, NJ

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,300,574
+$717,395 QoQ
Shares Held
2,627
+61.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#649
of 1,525 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority Sole 49% Shared 51% None 0%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

WBI INVESTMENTS, LLC holds $2,410,755 across 4 Specialty Industrial Machinery names. ROK ranks #1 (53.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ROK
Rockwell Automation, Inc
This page
2,627 $1,300,574

All Filings in ROK

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,300,574 2,627
2026-03-31 $583,179 1,625
2025-12-31 $1,019,362 2,620
2025-09-30 $882,213 2,524
2025-06-30 $795,214 2,394
2024-03-31 $1,262,332 4,333
2023-06-30 $2,821,738 8,565