Montecito Bank & Trust
BankPosition in ROK — Rockwell Automation, Inc
CIK 1422508
SANTA BARBARA, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$604,987
+$317,166 QoQ
Shares Held
1,222
+52.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#854
of 1,525 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Montecito Bank & Trust holds $8,324,752 across 6 Specialty Industrial Machinery names. ROK ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
5,004 | $2,132,303 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,657 | $1,530,048 | |
| 3 | CMI |
Cummins Inc
|
2,072 | $1,477,770 | |
| 4 | EMR |
Emerson Electric Co
|
10,033 | $1,436,223 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,169 | $1,143,421 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
1,222 | $604,987 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,987 | 1,222 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $287,821 | 802 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $257,953 | 663 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||