AssetMark Inc
RKT icon

AssetMark Inc’s Rocket Companies RKT Stock Holding History

AssetMark Inc’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 		$2.17M Sell
137,911
-10,042
-7% -$145K ﹤0.01% 933
2026
Q1 		$2.11M Buy
147,953
+8,085
+6% +$147K ﹤0.01% 880
2025
Q4 		$2.71M Buy
139,868
+139,863
+2,797,260% +$2.5M 0.01% 784
2025
Q3 		$97 Buy
+5
New +$87 ﹤0.01% 3124
2024
Q4 		– Sell
-13
Closed -$249 – 2653
2024
Q3 		$249 Buy
+13
New +$228 ﹤0.01% 2150

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

AssetMark Inc's RKT Position: Q2 2026 in Review

AssetMark Inc reduced its Rocket Companies (RKT) stake by 6.8% in Q2 2026, selling an estimated $145K and leaving 137,911 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #933.

AssetMark Inc first reported a position in RKT in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.71M in Q4 2025. 245 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • AssetMark Inc held 137,911 shares of Rocket Companies worth $2.17M as of Q2 2026.
  • AssetMark Inc sold 10,042 Rocket Companies shares in Q2 2026, an estimated $145K.
  • Rocket Companies made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #933 holding.
  • AssetMark Inc first reported a position in Rocket Companies in Q3 2024 and has held it in 5 quarters since.
  • AssetMark Inc's Rocket Companies position peaked at $2.71M in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.