Ballentine Partners
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Ballentine Partners’s Rocket Companies RKT Stock Holding History

Ballentine Partners’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
Q3 		$159K Sell
13,839
-1,033
-7% -$14.1K ﹤0.01% 1077
2026
Q2 		$234K Sell
14,872
-392
-3% -$5.65K ﹤0.01% 932
2026
Q1 		$218K Buy
15,264
+565
+4% +$10.3K ﹤0.01% 901
2025
Q4 		$285K Buy
14,699
+4,312
+42% +$77.1K ﹤0.01% 737
2025
Q3 		$201K Buy
+10,387
New +$181K ﹤0.01% 916

Other funds holding RKT

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ballentine Partners's RKT Position: Q3 2026 in Review

Ballentine Partners reduced its Rocket Companies (RKT) stake by 6.9% in Q3 2026, selling an estimated $14.1K and leaving 13,839 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Ballentine Partners first reported a position in RKT in Q3 2025 and has held it in 5 quarters since. The position peaked at $285K in Q4 2025. 575 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Ballentine Partners held 13,839 shares of Rocket Companies worth $159K as of Q3 2026.
  • Ballentine Partners sold 1,033 Rocket Companies shares in Q3 2026, an estimated $14.1K.
  • Rocket Companies made up ﹤0.01% of Ballentine Partners's portfolio in Q3 2026, its #1077 holding.
  • Ballentine Partners first reported a position in Rocket Companies in Q3 2025 and has held it in 5 quarters since.
  • Ballentine Partners's Rocket Companies position peaked at $285K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Ballentine Partners's 13F filing for Q3 2026, filed 13 Nov 2026.