SVB WEALTH LLC

Position in ROK — Rockwell Automation, Inc

CIK 1626116 BOSTON, MA

Position in ROK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$514,386

+$125,721 QoQ

Shares Held

1,039

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#912

of 1,527 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Industrials · as of Jun 30, 2026

SVB WEALTH LLC holds $5,869,049 across 5 Specialty Industrial Machinery names. ROK ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	14,045	$3,798,748
2	CMI	Cummins Inc	1,220	$870,113
3	ROK	Rockwell Automation, Inc This page	1,039	$514,386
4	PH	Parker-Hannifin Corp	378	$369,728
5	EMR	Emerson Electric Co	2,208	$316,074

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,386	1,039	-4.1%	Shares	Sole	2026-07-17
2026-03-31	$388,665	1,083	-7.8%	Shares	Sole	2026-04-17
2025-12-31	$457,156	1,175	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$413,142	1,182	-16.2%	Shares	Sole	2025-11-06
2025-06-30	$468,358	1,410	-59.9%	Shares	Sole	2025-08-14
2024-12-31	$1,003,693	3,512	-43.6%	Shares	Sole	2025-02-05
2024-06-30	$1,714,443	6,228	-70.4%	Shares	Sole	2024-08-06
2024-03-31	$6,136,865	21,065	-10.8%	Shares	Sole	2024-05-15
2023-12-31	$7,335,399	23,626	-25.5%	Shares	Sole	2024-01-30
2023-09-30	$9,062,078	31,700	-25.1%	Shares	Sole	2023-10-23
2023-06-30	$13,945,618	42,330	-7.5%	Shares	Sole	2023-07-24
2023-03-31	$13,425,337	45,750	-10.1%	Shares	Sole	2023-05-12
2022-12-31	$13,114,691	50,917	+0.6%	Shares	Sole	2023-02-10
2022-09-30	$10,892,094	50,635	+2.3%	Shares	Sole	2022-11-09
2022-06-30	$9,867,040	49,506	+3611.1%	Shares	Sole	2022-08-16
2022-03-31	$373,559	1,334	+1.1%	Shares	Sole	2022-05-13
2021-12-31	$460,132	1,319	+13.5%	Shares	Sole	2022-02-15
2021-09-30	$341,674	1,162	+17.5%	Shares	Sole	2021-11-09
2021-06-30	$282,873	989	+0.6%	Shares	Sole	2021-08-13
2021-03-31	$260,926	983	+7.3%	Shares	Sole	2021-05-11
2020-12-31	$229,741	916	-12.2%	Shares	Sole	2021-02-10
2020-09-30	$230,169	1,043	+6.5%	Shares	Sole	2020-11-10
2020-06-30	$208,527	979	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.