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Strategic Financial Services, Inc.

Position in ROK — Rockwell Automation, Inc

CIK 1432539 UTICA, NY

Position in ROK

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$218,916
-$18,416 QoQ
Shares Held
610
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026

Strategic Financial Services, Inc. holds $3,320,875 across 3 Specialty Industrial Machinery names. ROK ranks #3 (6.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 ROK
Rockwell Automation, Inc
This page
610 $218,916

All Filings in ROK

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $218,916 610
2025-12-31 $237,332 610
2025-09-30 $213,213 610