RICHARDSON FINANCIAL SERVICES INC.
Position in ROK — Rockwell Automation, Inc
CIK 2012303
MEDWAY, MA
Position in ROK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,763
+$6,537 QoQ
Shares Held
48
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,394
of 1,525 holders
Holding Since
Mar 2024
10 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $1,084,915 across 11 Specialty Industrial Machinery names. ROK ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
461 | $450,913 | |
| 2 | GEV |
GE Vernova Inc.
|
268 | $314,861 | |
| 3 | CMI |
Cummins Inc
|
246 | $175,449 | |
| 4 | WTS |
Watts Water Technologies Inc
|
109 | $42,668 | |
| 5 | CR |
Crane Co
|
150 | $33,460 | |
| 6 | EMR |
Emerson Electric Co
|
185 | $26,482 | |
| 7 | ROK |
Rockwell Automation, Inc
This page
|
48 | $23,763 | |
| 8 | ITW |
Illinois Tool Works Inc
|
35 | $9,466 |
All Filings in ROK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,763 | 48 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $17,226 | 48 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $243 | 48 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,777 | 48 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $15,944 | 48 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,402 | 48 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,717 | 48 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $25,772 | 96 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $13,213 | 48 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $19,810 | 68 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||