TRUIST FINANCIAL CORP

Position in ROK — Rockwell Automation, Inc

CIK 92230 CHARLOTTE, NC

Position in ROK

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$28,549,979

-$8,910,847 QoQ

Shares Held

79,553

-17.4% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 15.461390519527862.ToString("F0")% Shared 0.09301974784106193.ToString("F0")% None 84.44558973263108.ToString("F0")%

Industrials · as of Mar 31, 2026

TRUIST FINANCIAL CORP holds $795,034,644 across 37 Specialty Industrial Machinery names. ROK ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	690,956	$247,134,231
2	EMR	Emerson Electric Co	1,215,818	$159,296,473
3	PH	Parker-Hannifin Corp	177,335	$158,757,384
4	GEV	GE Vernova Inc.	77,579	$67,718,707
5	ROK	Rockwell Automation, Inc This page	79,553	$28,549,979
6	CMI	Cummins Inc	52,780	$28,396,695
7	ITW	Illinois Tool Works Inc	53,058	$13,810,466
8	XYL	Xylem Inc.	70,492	$8,423,793

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,549,979	79,553	-17.4%	Shares	Defined	2026-04-27
2025-12-31	$37,460,826	96,283	-24.5%	Shares	Defined	2026-02-02
2025-09-30	$44,600,377	127,601	-4.6%	Shares	Defined	2025-11-03
2025-06-30	$44,445,009	133,802	-22.0%	Shares	Defined	2025-07-18
2025-03-31	$44,320,436	171,532	+67.6%	Shares	Defined	2025-04-29
2024-12-31	$29,249,747	102,347	+229.5%	Shares	Defined	2025-01-31
2024-09-30	$8,338,098	31,059	-28.9%	Shares	Defined	2024-11-13
2024-06-30	$12,020,374	43,666	-13.9%	Shares	Defined	2024-08-21
2024-03-31	$14,769,555	50,697	-10.0%	Shares	Defined	2024-05-13
2023-12-31	$17,498,961	56,361	-15.5%	Shares	Defined	2024-02-02
2023-09-30	$19,070,957	66,712	-1.6%	Shares	Defined	2023-11-14
2023-06-30	$22,340,002	67,810	-11.8%	Shares	Defined	2023-08-01
2023-03-31	$22,558,966	76,875	+1.5%	Shares	Defined	2023-05-05
2022-12-31	$19,512,729	75,757	+2.0%	Shares	Defined	2023-02-17
2022-09-30	$15,978,799	74,282	-4.2%	Shares	Defined	2022-10-26
2022-06-30	$15,446,722	77,501	+108.6%	Shares	Defined	2022-07-22
2022-03-31	$10,403,673	37,152	+80.3%	Shares	Defined	2022-04-22
2021-12-31	$7,187,006	20,602	-0.9%	Shares	Defined	2022-02-14
2021-09-30	$6,113,090	20,790	+7.8%	Shares	Defined	2021-11-05
2021-06-30	$5,518,467	19,294	+13.1%	Shares	Defined	2021-08-16
2021-03-31	$4,527,343	17,056	+3.3%	Shares	Defined	2021-05-17
2020-12-31	$4,142,376	16,516	+0.3%	Shares	Defined	2021-11-19
2020-09-30	$3,632,169	16,459	-15.0%	Shares	Defined	2021-11-05
2020-03-31	$2,921,766	19,361	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.