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Burney Company’s Rocket Companies RKT Stock Holding History

Burney Company’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 		$166K Sell
10,556
-14,592
-58% -$210K ﹤0.01% 600
2026
Q1 		$358K Sell
25,148
-288,065
-92% -$5.24M 0.01% 476
2025
Q4 		$6.06M Buy
+313,213
New +$5.6M 0.19% 114

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

Burney Company's RKT Position: Q2 2026 in Review

Burney Company reduced its Rocket Companies (RKT) stake by 58% in Q2 2026, selling an estimated $210K and leaving 10,556 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Burney Company first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.06M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Burney Company held 10,556 shares of Rocket Companies worth $166K as of Q2 2026.
  • Burney Company sold 14,592 Rocket Companies shares in Q2 2026, an estimated $210K.
  • Rocket Companies made up ﹤0.01% of Burney Company's portfolio in Q2 2026, its #600 holding.
  • Burney Company first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Burney Company's Rocket Companies position peaked at $6.06M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.