First Command Advisory Services, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1727336
FORT WORTH, TX
Position in ROK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$201,690
-$14,632 QoQ
Shares Held
562
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 38%
Shared 62%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026First Command Advisory Services, Inc. holds $2,947,788 across 19 Specialty Industrial Machinery names. ROK ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,992 | $1,071,735 | |
| 2 | GEV |
GE Vernova Inc.
|
959 | $837,111 | |
| 3 | ETN |
Eaton Corp plc
|
954 | $341,217 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
562 | $201,690 | |
| 5 | ITW |
Illinois Tool Works Inc
|
358 | $93,183 | |
| 6 | EMR |
Emerson Electric Co
|
672 | $88,045 | |
| 7 | AOS |
Smith A O Corp
|
1,208 | $79,655 | |
| 8 | AME |
Ametek Inc/
|
342 | $73,311 |
All Filings in ROK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,690 | 562 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $216,322 | 556 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $119,888 | 343 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $113,934 | 343 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $88,624 | 343 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $98,025 | 343 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $92,081 | 343 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $94,421 | 343 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $99,926 | 343 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $106,494 | 343 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $100,912 | 353 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||