BCS Private Wealth Management’s Rocket Companies RKT Stock Holding History

BCS Private Wealth Management’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	$421K	Buy	+26,735	New	+$385K	0.13%	117

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCS Private Wealth Management's RKT Position: Q2 2026 in Review

BCS Private Wealth Management opened a new position in Rocket Companies (RKT) in Q2 2026: 26,735 shares worth $421K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

BCS Private Wealth Management held 26,735 shares of Rocket Companies worth $421K as of Q2 2026.
Rocket Companies was a new BCS Private Wealth Management position in Q2 2026.
Rocket Companies made up 0.13% of BCS Private Wealth Management's portfolio in Q2 2026, its #117 holding.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.