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FIRST AMERICAN TRUST, FSB

Position in ROK — Rockwell Automation, Inc

CIK 36066 SANTA ANA, CA

Position in ROK

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$8,194,563
+$2,170,763 QoQ
Shares Held
16,552
-1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#341
of 1,527 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 53% Shared 0% None 47%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

FIRST AMERICAN TRUST, FSB holds $18,546,858 across 4 Specialty Industrial Machinery names. ROK ranks #1 (44.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ROK
Rockwell Automation, Inc
This page
16,552 $8,194,563

All Filings in ROK

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,194,563 16,552
2026-03-31 $6,023,800 16,785
2025-12-31 $9,073,111 23,320
2025-09-30 $8,178,302 23,398
2025-06-30 $7,782,078 23,428
2025-03-31 $6,238,584 24,145
2024-12-31 $6,823,806 23,877
2024-09-30 $4,247,842 15,823
2024-06-30 $5,049,736 18,344
2024-03-31 $5,242,191 17,994
2023-12-31 $5,501,705 17,720
2023-09-30 $4,964,132 17,365
2023-06-30 $5,827,640 17,689
2023-03-31 $5,098,693 17,375
2022-12-31 $4,471,672 17,361
2022-09-30 $3,056,066 14,207
2022-06-30 $2,733,336 13,714