EI
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EFG International’s Rocket Companies RKT Stock Holding History

EFG International’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 		$4.31M Buy
273,616
+270,274
+8,087% +$3.9M 0.08% 221
2026
Q1 		$47.6K Buy
+3,342
New +$60.8K ﹤0.01% 723

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

EFG International's RKT Position: Q2 2026 in Review

EFG International increased its Rocket Companies (RKT) stake by 8,087% in Q2 2026, buying an estimated $3.9M and bringing the position to 273,616 shares worth $4.31M. The position accounts for 0.08% of the portfolio, ranked #221.

EFG International 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.

  • EFG International held 273,616 shares of Rocket Companies worth $4.31M as of Q2 2026.
  • EFG International bought 270,274 Rocket Companies shares in Q2 2026, an estimated $3.9M.
  • Rocket Companies made up 0.08% of EFG International's portfolio in Q2 2026, its #221 holding.
  • EFG International 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 EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.