BARNES PETTEY FINANCIAL ADVISORS, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1908288
CLARKSDALE, MS
Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$544,588
+$149,820 QoQ
Shares Held
1,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#894
of 1,527 holders
Holding Since
Sep 2025
4 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, 2026BARNES PETTEY FINANCIAL ADVISORS, LLC holds $919,999 across 2 Specialty Industrial Machinery names. ROK ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
1,100 | $544,588 | |
| 2 | ETN |
Eaton Corp plc
|
881 | $375,411 |
All Filings in ROK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,588 | 1,100 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $394,768 | 1,100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $427,977 | 1,100 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $393,920 | 1,127 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||