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Team Financial Group, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1845163 TEMECULA, CA

Position in ROK

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$44,142
-$3,324 QoQ
Shares Held
123
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

All Filings in ROK

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $44,142 123
2025-12-31 $47,466 122
2025-09-30 $42,642 122
2025-06-30 $40,192 121
2023-12-31 $36,636 118