AFC
RKT icon

Ares Financial Consulting’s Rocket Companies RKT Stock Holding History

Ares Financial Consulting’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 		$3.94K Hold
250
– – ﹤0.01% 774
2026
Q1 		$3.61K Hold
250
– – ﹤0.01% 750
2025
Q4 		$4.84K Buy
+250
New +$4.47K ﹤0.01% 493

Other funds holding RKT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Ares Financial Consulting's RKT Position: Q2 2026 in Review

Ares Financial Consulting held its Rocket Companies (RKT) position steady in Q2 2026 at 250 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Ares Financial Consulting first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.84K in Q4 2025. 323 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Ares Financial Consulting held 250 shares of Rocket Companies worth $3.94K as of Q2 2026.
  • Ares Financial Consulting left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #774 holding.
  • Ares Financial Consulting first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Rocket Companies position peaked at $4.84K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.