BRWA
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B. Riley Wealth Advisors’s Rocket Companies RKT Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-96,963
Closed -$1.88M – 1078
2025
Q4 		$1.88M Buy
96,963
+83,965
+646% +$1.5M 0.09% 217
2025
Q3 		$252K Buy
+12,998
New +$227K 0.01% 788

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

B. Riley Wealth Advisors's RKT Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 96,963 shares — an estimated $1.88M sold.

B. Riley Wealth Advisors first reported a position in RKT in Q3 2025 and held it in 2 quarters. The position peaked at $1.88M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 96,963 Rocket Companies shares in Q1 2026, an estimated $1.88M.
  • B. Riley Wealth Advisors first reported a position in Rocket Companies in Q3 2025 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Rocket Companies position peaked at $1.88M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.