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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners's RKT Position: Q2 2026 in Review

Ballentine Partners reduced its Rocket Companies (RKT) stake by 2.6% in Q2 2026, selling an estimated $5.65K and leaving 14,872 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Ballentine Partners first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 112 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Ballentine Partners held 14,872 shares of Rocket Companies worth $234K as of Q2 2026.
  • Ballentine Partners sold 392 Rocket Companies shares in Q2 2026, an estimated $5.65K.
  • Rocket Companies made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #932 holding.
  • Ballentine Partners first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Ballentine Partners's Rocket Companies position peaked at $285K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.