STIFEL FINANCIAL CORP

Position in ROK — Rockwell Automation, Inc

CIK 720672 ST. LOUIS, MO

Back to ROK Full portfolio

Position in ROK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$73,563,580

-$2,138,156 QoQ

Shares Held

204,981

+5.4% QoQ

Ownership

0.184%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 77.72915538513325.ToString("F0")% Shared 0.ToString("F0")% None 22.270844614866743.ToString("F0")%

Common Shares in ROK Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $2,351,812,330 across 46 Specialty Industrial Machinery names. ROK ranks #7 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	1,443,704	$516,369,604
2	CMI	Cummins Inc	840,971	$452,459,213
3	ITW	Illinois Tool Works Inc	1,584,113	$412,328,770
4	GEV	GE Vernova Inc.	307,565	$268,473,486
5	PH	Parker-Hannifin Corp	254,630	$227,954,958
6	EMR	Emerson Electric Co	801,056	$104,954,355
7	ROK	Rockwell Automation, Inc This page	204,981	$73,563,580
8	NDSN	Nordson Corp	121,726	$32,386,417

All Filings in ROK

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$73,563,580	204,981	+5.4%	Shares	Defined	2026-05-12
2025-12-31	$75,701,736	194,571	-8.0%	Shares	Defined	2026-02-13
2025-09-30	$73,938,526	211,537	-1.5%	Shares	Defined	2025-11-12
2025-06-30	$71,331,513	214,744	+0.7%	Shares	Defined	2025-08-14
2025-03-31	$55,072,661	213,146	+3.0%	Shares	Defined	2025-05-14
2024-12-31	$59,120,803	206,868	+5.0%	Shares	Defined	2025-02-13
2024-09-30	$52,886,887	197,001	-0.3%	Shares	Defined	2024-11-14
2024-06-30	$54,373,854	197,522	-18.2%	Shares	Defined	2024-08-13
2024-03-31	$70,335,217	241,428	-2.9%	Shares	Defined	2024-05-14
2023-12-31	$77,222,272	248,719	-6.3%	Shares	Defined	2024-02-12
2023-09-30	$75,873,897	265,414	+22.6%	Shares	Defined	2023-11-13
2023-06-30	$71,304,180	216,434	+22.8%	Shares	Defined	2023-08-14
2023-03-31	$51,716,158	176,235	+15.6%	Shares	Defined	2023-05-12
2022-12-31	$39,269,377	152,461	+37.4%	Shares	Defined	2023-02-13
2022-09-30	$23,871,614	110,974	+2.5%	Shares	Defined	2022-11-14
2022-06-30	$21,581,085	108,279	-4.9%	Shares	Defined	2022-08-15
2022-03-31	$31,895,415	113,900	-9.2%	Shares	Defined	2022-05-13
2021-12-31	$43,782,765	125,506	+6.9%	Shares	Defined	2022-02-14
2021-09-30	$34,525,587	117,418	+52.7%	Shares	Defined	2021-11-15
2021-06-30	$21,992,075	76,890	+4.4%	Shares	Defined	2021-08-13
2021-03-31	$19,549,388	73,649	-6.2%	Shares	Defined	2021-05-14
2020-12-31	$19,690,087	78,506	+12.1%	Shares	Defined	2021-02-12
2020-09-30	$15,450,908	70,015	+2.0%	Shares	Defined	2020-11-16
2020-06-30	$14,617,764	68,628	+83.8%	Shares	Defined	2020-08-14
2020-03-31	$5,634,071	37,334	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.