BAMCO Inc
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BAMCO Inc’s Rocket Companies RKT Stock Holding History

BAMCO 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 		$35.7M Sell
2,265,775
-562,559
-20% -$8.11M 0.05% 166
2026
Q1 		$40.3M Buy
2,828,334
+1,429,974
+102% +$26M 0.12% 138
2025
Q4 		$27.1M Buy
+1,398,360
New +$25M 0.07% 186
2021
Q1 		– Sell
-5,000
Closed -$101K – 405
2020
Q4 		$101K Hold
5,000
– – ﹤0.01% 373
2020
Q3 		$100K Buy
+5,000
New +$117K ﹤0.01% 342

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BAMCO Inc's RKT Position: Q2 2026 in Review

BAMCO Inc reduced its Rocket Companies (RKT) stake by 20% in Q2 2026, selling an estimated $8.11M and leaving 2,265,775 shares worth $35.7M. The position accounts for 0.05% of the portfolio, ranked #166.

BAMCO Inc first reported a position in RKT in Q3 2020 and has held it in 5 quarters since. The position peaked at $40.3M in Q1 2026. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • BAMCO Inc held 2,265,775 shares of Rocket Companies worth $35.7M as of Q2 2026.
  • BAMCO Inc sold 562,559 Rocket Companies shares in Q2 2026, an estimated $8.11M.
  • Rocket Companies made up 0.05% of BAMCO Inc's portfolio in Q2 2026, its #166 holding.
  • BAMCO Inc first reported a position in Rocket Companies in Q3 2020 and has held it in 5 quarters since.
  • BAMCO Inc's Rocket Companies position peaked at $40.3M in Q1 2026.
  • 790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.