Bessemer Group
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Bessemer Group’s Rocket Companies RKT Stock Holding History

Bessemer Group’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 		$64K Sell
5,513
-1,239
-18% -$17K ﹤0.01% 1657
2026
Q2 		$107K Sell
6,752
-153
-2% -$2.21K ﹤0.01% 1506
2026
Q1 		$98K Buy
6,905
+214
+3% +$3.89K ﹤0.01% 1521
2025
Q4 		$130K Buy
6,691
+6,391
+2,130% +$114K ﹤0.01% 1440
2025
Q3 		$6K Buy
+300
New +$5.23K ﹤0.01% 2108

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Bessemer Group's RKT Position: Q3 2026 in Review

Bessemer Group reduced its Rocket Companies (RKT) stake by 18% in Q3 2026, selling an estimated $17K and leaving 5,513 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Bessemer Group first reported a position in RKT in Q3 2025 and has held it in 5 quarters since. The position peaked at $130K in Q4 2025. 401 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Bessemer Group held 5,513 shares of Rocket Companies worth $64K as of Q3 2026.
  • Bessemer Group sold 1,239 Rocket Companies shares in Q3 2026, an estimated $17K.
  • Rocket Companies made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #1657 holding.
  • Bessemer Group first reported a position in Rocket Companies in Q3 2025 and has held it in 5 quarters since.
  • Bessemer Group's Rocket Companies position peaked at $130K in Q4 2025.
  • 401 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.