BFS
RKT icon

Bare Financial Services’s Rocket Companies RKT Stock Holding History

Bare Financial Services’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 		$11.9K Buy
758
+54
+8% +$778 ﹤0.01% 515
2026
Q1 		$10K Sell
704
-237
-25% -$4.31K ﹤0.01% 342
2025
Q4 		$18.2K Buy
941
+798
+558% +$14.3K 0.01% 135
2025
Q3 		$2.77K Buy
143
+59
+70% +$1.03K ﹤0.01% 730
2025
Q2 		$1.19K Buy
+84
New +$1.09K ﹤0.01% 867

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

Bare Financial Services's RKT Position: Q2 2026 in Review

Bare Financial Services increased its Rocket Companies (RKT) stake by 7.7% in Q2 2026, buying an estimated $778 and bringing the position to 758 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Bare Financial Services first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.2K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Bare Financial Services held 758 shares of Rocket Companies worth $11.9K as of Q2 2026.
  • Bare Financial Services bought 54 Rocket Companies shares in Q2 2026, an estimated $778.
  • Rocket Companies made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #515 holding.
  • Bare Financial Services first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Rocket Companies position peaked at $18.2K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.