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Bleakley Financial Group’s Rocket Companies RKT Stock Holding History

Bleakley Financial 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
Q2 		$706K Buy
44,832
+15,781
+54% +$228K 0.01% 731
2026
Q1 		$414K Buy
29,051
+300
+1% +$5.46K 0.01% 673
2025
Q4 		$557K Buy
28,751
+10,070
+54% +$180K 0.01% 568
2025
Q3 		$362K Buy
+18,681
New +$326K 0.01% 541
2024
Q4 		– Sell
-10,229
Closed -$196K – 1100
2024
Q3 		$196K Buy
+10,229
New +$179K 0.01% 931

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bleakley Financial Group's RKT Position: Q2 2026 in Review

Bleakley Financial Group increased its Rocket Companies (RKT) stake by 54% in Q2 2026, buying an estimated $228K and bringing the position to 44,832 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #731.

Bleakley Financial Group first reported a position in RKT in Q3 2024 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Bleakley Financial Group held 44,832 shares of Rocket Companies worth $706K as of Q2 2026.
  • Bleakley Financial Group bought 15,781 Rocket Companies shares in Q2 2026, an estimated $228K.
  • Rocket Companies made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #731 holding.
  • Bleakley Financial Group first reported a position in Rocket Companies in Q3 2024 and has held it in 5 quarters since.
  • 354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.