Superior Planning, LLC’s Rocket Companies RKT Stock Holding History

Superior Planning, LLC’s Portfolio RKT Stock Details RKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.15K	Buy	+534	New	+$7.31K	﹤0.01%	1121

Other funds holding RKT

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's RKT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Rocket Companies (RKT) in Q3 2026: 534 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings.

480 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Superior Planning, LLC held 534 shares of Rocket Companies worth $6.15K as of Q3 2026.
Rocket Companies was a new Superior Planning, LLC position in Q3 2026.
Rocket Companies made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1121 holding.
480 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.