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Allworth Financial’s Rocket Companies RKT Stock Holding History

Allworth Financial’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
Q2 		$150K Buy
9,496
+2,225
+31% +$32.1K ﹤0.01% 1691
2026
Q1 		$104K Sell
7,271
-752
-9% -$13.7K ﹤0.01% 1815
2025
Q4 		$155K Buy
8,023
+4,780
+147% +$85.5K ﹤0.01% 1484
2025
Q3 		$62.9K Buy
3,243
+1,498
+86% +$26.1K ﹤0.01% 1971
2025
Q2 		$24.7K Sell
1,745
-65
-4% -$843 ﹤0.01% 2392
2025
Q1 		$23.8K Buy
1,810
+102
+6% +$1.32K ﹤0.01% 1970
2024
Q4 		$20.4K Buy
1,708
+83
+5% +$1.24K ﹤0.01% 2089
2024
Q3 		$31.2K Buy
1,625
+21
+1% +$368 ﹤0.01% 1635
2024
Q2 		$23.6K Sell
1,604
-21
-1% -$284 ﹤0.01% 1780
2024
Q1 		$23.6K Hold
1,625
– – ﹤0.01% 1678
2023
Q4 		$23.5K Buy
1,625
+283
+21% +$2.71K ﹤0.01% 1555
2023
Q3 		$11K Hold
1,342
– – ﹤0.01% 1808
2023
Q2 		$12K Hold
1,342
– – ﹤0.01% 1804
2023
Q1 		$12.2K Sell
1,342
-25
-2% -$216 ﹤0.01% 1724
2022
Q4 		$9.57K Buy
1,367
+67
+5% +$489 ﹤0.01% 1701
2022
Q3 		$8K Hold
1,300
– – ﹤0.01% 1758
2022
Q2 		$10K Hold
1,300
– – ﹤0.01% 1576
2022
Q1 		$14K Buy
1,300
+1,000
+333% +$12.4K ﹤0.01% 1380
2021
Q4 		$4K Sell
300
-300
-50% -$4.78K ﹤0.01% 1614
2021
Q3 		$10K Buy
600
+300
+100% +$5.24K ﹤0.01% 1347
2021
Q2 		$6K Hold
300
– – ﹤0.01% 1172
2021
Q1 		$7K Hold
300
– – ﹤0.01% 1067
2020
Q4 		$6K Buy
+300
New +$6.33K ﹤0.01% 956

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's RKT Position: Q2 2026 in Review

Allworth Financial increased its Rocket Companies (RKT) stake by 31% in Q2 2026, buying an estimated $32.1K and bringing the position to 9,496 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Allworth Financial first reported a position in RKT in Q4 2020 and has held it in 23 quarters since. The position peaked at $155K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Allworth Financial held 9,496 shares of Rocket Companies worth $150K as of Q2 2026.
  • Allworth Financial bought 2,225 Rocket Companies shares in Q2 2026, an estimated $32.1K.
  • Rocket Companies made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1691 holding.
  • Allworth Financial first reported a position in Rocket Companies in Q4 2020 and has held it in 23 quarters since.
  • Allworth Financial's Rocket Companies position peaked at $155K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.