Colonial Trust’s Rocket Companies RKT Stock Holding History

Colonial Trust’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	$2.87K	Buy	182 +9	+5%	+$130	﹤0.01%	993
2026 Q1	$2.46K	Buy	+173	New	+$3.15K	﹤0.01%	994

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Colonial Trust's RKT Position: Q2 2026 in Review

Colonial Trust increased its Rocket Companies (RKT) stake by 5.2% in Q2 2026, buying an estimated $130 and bringing the position to 182 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Colonial Trust first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Colonial Trust held 182 shares of Rocket Companies worth $2.87K as of Q2 2026.
Colonial Trust bought 9 Rocket Companies shares in Q2 2026, an estimated $130.
Rocket Companies made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #993 holding.
Colonial Trust first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.