Texas Capital Bank Wealth Management Services Inc
BankPosition in ROK — Rockwell Automation, Inc
CIK 1802655
Dallas, TX
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$608,453
+$171,697 QoQ
Shares Held
1,229
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#851
of 1,538 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $6,118,488 across 9 Specialty Industrial Machinery names. ROK ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
11,925 | $1,707,062 | |
| 2 | GEV |
GE Vernova Inc.
|
816 | $958,685 | |
| 3 | PH |
Parker-Hannifin Corp
|
835 | $816,730 | |
| 4 | ETN |
Eaton Corp plc
|
1,910 | $813,888 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
1,229 | $608,453 | |
| 6 | DOV |
DOVER Corp
|
1,662 | $372,752 | |
| 7 | CMI |
Cummins Inc
|
457 | $325,936 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,137 | $307,524 |
All Filings in ROK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,453 | 1,229 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $436,756 | 1,217 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $476,221 | 1,224 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $422,581 | 1,209 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $379,338 | 1,142 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $295,845 | 1,145 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $326,943 | 1,144 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $307,118 | 1,144 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||