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American Capital Advisory’s Rocket Companies RKT Stock Holding History

American Capital Advisory’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 		$693 Buy
44
+16
+57% +$231 ﹤0.01% 884
2026
Q1 		$399 Sell
28
-1
-3% -$18 ﹤0.01% 909
2025
Q4 		$562 Buy
+29
New +$519 ﹤0.01% 727

Other funds holding RKT

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

American Capital Advisory's RKT Position: Q2 2026 in Review

American Capital Advisory increased its Rocket Companies (RKT) stake by 57% in Q2 2026, buying an estimated $231 and bringing the position to 44 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #884.

American Capital Advisory first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • American Capital Advisory held 44 shares of Rocket Companies worth $693 as of Q2 2026.
  • American Capital Advisory bought 16 Rocket Companies shares in Q2 2026, an estimated $231.
  • Rocket Companies made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #884 holding.
  • American Capital Advisory first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.