Position in ROK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$691,131
+$182,240 QoQ
Shares Held
1,396
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#808
of 1,527 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $24,701,266 across 10 Specialty Industrial Machinery names. ROK ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,776 | $10,310,571 | |
| 2 | ETN |
Eaton Corp plc
|
22,373 | $9,533,582 | |
| 3 | CMI |
Cummins Inc
|
1,758 | $1,253,823 | |
| 4 | EMR |
Emerson Electric Co
|
8,267 | $1,183,421 | |
| 5 | PH |
Parker-Hannifin Corp
|
842 | $823,577 | |
| 6 | ROK |
Rockwell Automation, Inc
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|
1,396 | $691,131 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,100 | $322,091 | |
| 8 | RRX |
Regal Rexnord Corp
|
971 | $231,282 |
All Filings in ROK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,131 | 1,396 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $508,891 | 1,418 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $579,325 | 1,489 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $511,012 | 1,462 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $526,489 | 1,585 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $416,967 | 1,459 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $440,274 | 1,640 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $489,447 | 1,778 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,251,961 | 14,595 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $704,168 | 2,268 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $4,172,272 | 14,595 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $4,873,883 | 14,794 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,229,339 | 7,597 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,283,358 | 8,865 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $564,018 | 2,622 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $407,588 | 2,045 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $652,469 | 2,330 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,084,225 | 3,108 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,323,534 | 11,303 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $5,919,755 | 20,697 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $389,400 | 1,467 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $281,910 | 1,124 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $450,848 | 2,043 | Shares | Other | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||