Allworth Financial LP

Position in ROK — Rockwell Automation, Inc

CIK 1555170 FOLSOM, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,573,920

+$777,726 QoQ

Shares Held

5,199

+3.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#507

of 1,527 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Allworth Financial LP holds $100,358,061 across 57 Specialty Industrial Machinery names. ROK ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	69,615	$29,664,343
2	CMI	Cummins Inc	30,969	$22,087,400
3	PH	Parker-Hannifin Corp	15,111	$14,780,371
4	GEV	GE Vernova Inc.	10,110	$11,877,834
5	EMR	Emerson Electric Co	24,557	$3,515,334
6	NDSN	Nordson Corp	11,475	$3,461,892
7	OTIS	Otis Worldwide Corp	43,593	$3,121,258
8	ROK	Rockwell Automation, Inc This page	5,199	$2,573,920

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,573,920	5,199	+3.9%	Shares	Sole	2026-08-11
2026-03-31	$1,796,194	5,005	+4.2%	Shares	Sole	2026-05-15
2025-12-31	$1,869,092	4,804	-21.8%	Shares	Sole	2026-02-05
2025-09-30	$2,148,211	6,146	+2.3%	Shares	Sole	2025-12-02
2025-06-30	$1,996,009	6,009	-6.5%	Shares	Sole	2025-08-07
2025-03-31	$1,661,125	6,429	-0.9%	Shares	Sole	2025-04-30
2024-12-31	$1,853,633	6,486	+39.8%	Shares	Sole	2025-01-30
2024-09-30	$1,245,922	4,641	+33.2%	Shares	Sole	2024-10-23
2024-06-30	$959,075	3,484	+1.0%	Shares	Sole	2024-07-24
2024-03-31	$1,004,797	3,449	+65.9%	Shares	Sole	2024-04-25
2023-12-31	$645,487	2,079	-0.4%	Shares	Sole	2024-01-24
2023-09-30	$596,610	2,087	+0.4%	Shares	Sole	2023-10-31
2023-06-30	$684,926	2,079	+30.1%	Shares	Sole	2023-07-18
2023-03-31	$468,933	1,598	+3.2%	Shares	Sole	2023-04-18
2022-12-31	$398,718	1,548	-30.7%	Shares	Sole	2023-01-13
2022-06-30	$445,258	2,234	+7.4%	Shares	Sole	2022-07-13
2022-03-31	$582,462	2,080	+56.3%	Shares	Sole	2022-04-22
2021-12-31	$464,319	1,331	-10.1%	Shares	Sole	2022-01-21
2021-09-30	$435,473	1,481	+0.1%	Shares	Sole	2021-11-02
2021-06-30	$423,309	1,480	+11.3%	Shares	Sole	2021-08-02
2021-03-31	$353,035	1,330	-0.6%	Shares	Sole	2021-04-29
2020-12-31	$335,583	1,338	+0.6%	Shares	Sole	2021-01-26
2020-09-30	$293,504	1,330	0.0%	Shares	Sole	2020-11-03
2020-06-30	$283,290	1,330	0.0%	Shares	Sole	2020-07-24
2020-03-31	$200,710	1,330	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.