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COFG Advisors’s Rocket Lab Corp RKLB Stock Holding History

COFG Advisors’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$869K Buy
8,550
+3,150
+58% +$314K 0.15% 103
2026
Q1 		$347K Sell
5,400
-9,100
-63% -$686K 0.09% 149
2025
Q4 		$1.01M Buy
+14,500
New +$831K 0.25% 71

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COFG Advisors's RKLB Position: Q2 2026 in Review

COFG Advisors increased its Rocket Lab Corp (RKLB) stake by 58% in Q2 2026, buying an estimated $314K and bringing the position to 8,550 shares worth $869K. The position accounts for 0.15% of the portfolio, ranked #103.

COFG Advisors first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • COFG Advisors held 8,550 shares of Rocket Lab Corp worth $869K as of Q2 2026.
  • COFG Advisors bought 3,150 Rocket Lab Corp shares in Q2 2026, an estimated $314K.
  • Rocket Lab Corp made up 0.15% of COFG Advisors's portfolio in Q2 2026, its #103 holding.
  • COFG Advisors first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's Rocket Lab Corp position peaked at $1.01M in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.