Jefferies Group's ROK Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4,901 shares of Rockwell Automation, Inc. (ROK) worth $1.91 M, representing 0.01% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in ROK, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 6,250 shares. Largest reduction occurred in Q2 2023, reducing 15,060 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Rockwell Automation (ROK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Rockwell Automation (ROK) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,756 | Reduce 49.25% | 4,901 | $389.07 |
| Q3 2025 | +4,615 | Add 91.53% | 9,657 | $349.53 |
| Q2 2025 | -874 | Reduce 14.77% | 5,042 | $332.17 |
| Q1 2025 | +5,916 | New Buy | 5,916 | $258.38 |
| Q3 2024 | -1,286 | Sold Out | 0 | $0.00 |
| Q2 2024 | -914 | Reduce 41.55% | 1,286 | $275.28 |
| Q1 2024 | -4,050 | Reduce 64.80% | 2,200 | $291.33 |
| Q4 2023 | +6,250 | New Buy | 6,250 | $310.48 |
| Q2 2023 | -15,060 | Sold Out | 0 | $0.00 |
| Q1 2023 | +15,060 | New Buy | 15,060 | $293.45 |
Jefferies Group's Rockwell Automation Investment FAQs
Jefferies Group first purchased Rockwell Automation, Inc. (ROK) in Q1 2023, acquiring 15,060 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Rockwell Automation, Inc. (ROK) for 10 quarters since Q1 2023.
Jefferies Group's largest addition to Rockwell Automation, Inc. (ROK) was in Q1 2023, adding 15,060 shares worth $4.42 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,901 shares of Rockwell Automation, Inc. (ROK), valued at approximately $1.91 M.
As of the Q4 2025 filing, Rockwell Automation, Inc. (ROK) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Rockwell Automation, Inc. (ROK) was 15,060 shares, as reported at the end of Q1 2023.