Sovereign Investment Advisors, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1908165
PHOENIX, AZ
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$437,155
+$120,264 QoQ
Shares Held
883
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#966
of 1,527 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sovereign Investment Advisors, LLC holds $1,700,156 across 4 Specialty Industrial Machinery names. ROK ranks #2 (25.7% of the industry book) .
All Filings in ROK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,155 | 883 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $316,891 | 883 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||