Texas Capital Bank Wealth Management Services Inc
BankPosition in ROK — Rockwell Automation, Inc
CIK 1802655
Dallas, TX
Position in ROK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$436,756
-$39,465 QoQ
Shares Held
1,217
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 6%
Shared 94%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Texas Capital Bank Wealth Management Services Inc holds $4,944,782 across 9 Specialty Industrial Machinery names. ROK ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
10,504 | $1,376,234 | |
| 2 | PH |
Parker-Hannifin Corp
|
878 | $786,020 | |
| 3 | ETN |
Eaton Corp plc
|
1,865 | $667,054 | |
| 4 | GEV |
GE Vernova Inc.
|
757 | $660,784 | |
| 5 | ROK |
Rockwell Automation, Inc
This page
|
1,217 | $436,756 | |
| 6 | DOV |
DOVER Corp
|
1,899 | $395,846 | |
| 7 | ITW |
Illinois Tool Works Inc
|
1,361 | $354,254 | |
| 8 | XYL |
Xylem Inc.
|
2,222 | $265,529 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||