Bruce G. Allen Investments’s Rocket Companies RKT Stock Holding History

Bruce G. Allen Investments’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 Q1	$4.1K	Hold	288	–	–	﹤0.01%	593
2025 Q4	$5.58K	Hold	288	–	–	﹤0.01%	544
2025 Q3	$5.58K	Hold	288	–	–	﹤0.01%	547
2025 Q2	$4.08K	Hold	288	–	–	﹤0.01%	599
2025 Q1	$3.48K	Hold	288	–	–	﹤0.01%	612
2024 Q4	$3.24K	Hold	288	–	–	﹤0.01%	643
2024 Q3	$5.53K	Hold	288	–	–	﹤0.01%	561
2024 Q2	$3.95K	Hold	288	–	–	﹤0.01%	598
2024 Q1	$4.19K	Hold	288	–	–	﹤0.01%	620
2023 Q4	$4.17K	Buy	+288	New	+$2.76K	﹤0.01%	620

Other funds holding RKT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Bruce G. Allen Investments's RKT Position: Q1 2026 in Review

Bruce G. Allen Investments held its Rocket Companies (RKT) position steady in Q1 2026 at 288 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Bruce G. Allen Investments first reported a position in RKT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.58K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Bruce G. Allen Investments held 288 shares of Rocket Companies worth $4.1K as of Q1 2026.
Bruce G. Allen Investments left its Rocket Companies share count unchanged in Q1 2026.
Rocket Companies made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #593 holding.
Bruce G. Allen Investments first reported a position in Rocket Companies in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Rocket Companies position peaked at $5.58K in Q3 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.