SevenBridge Financial Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1673954
HARRISBURG, PA
Position in ROK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$358,933
+$98,745 QoQ
Shares Held
725
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,026
of 1,527 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SevenBridge Financial Group, LLC holds $11,252,633 across 5 Specialty Industrial Machinery names. ROK ranks #5 (3.2% of the industry book) .
All Filings in ROK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,933 | 725 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $260,188 | 725 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $282,075 | 725 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $258,652 | 740 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $269,722 | 812 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $226,599 | 877 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $303,794 | 1,063 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $301,212 | 1,122 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $308,864 | 1,122 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $341,438 | 1,172 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $357,672 | 1,152 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $320,746 | 1,122 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $328,461 | 997 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $247,084 | 842 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||