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Farther Finance Advisors’s Rocket Companies RKT Stock Holding History

Farther Finance Advisors’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
Q3 		$372K Buy
32,318
+3,652
+13% +$50K ﹤0.01% 1827
2026
Q2 		$451K Sell
28,666
-4,344
-13% -$62.6K ﹤0.01% 1632
2026
Q1 		$476K Buy
33,010
+5,554
+20% +$101K ﹤0.01% 1426
2025
Q4 		$532K Buy
27,456
+9,349
+52% +$167K 0.01% 1265
2025
Q3 		$351K Buy
18,107
+1,564
+9% +$27.3K 0.01% 1284
2025
Q2 		$235K Buy
16,543
+15,580
+1,618% +$202K ﹤0.01% 1318
2025
Q1 		$12.1K Buy
963
+196
+26% +$2.53K ﹤0.01% 2648
2024
Q4 		$8.64K Buy
767
+18
+2% +$268 ﹤0.01% 2441
2024
Q3 		$14.4K Sell
749
-23
-3% -$404 ﹤0.01% 2210
2024
Q2 		$10.2K Buy
772
+35
+5% +$473 ﹤0.01% 2074
2024
Q1 		$10.2K Buy
737
+700
+1,892% +$8.69K ﹤0.01% 1760
2023
Q4 		$536 Sell
37
-33
-47% -$316 ﹤0.01% 2953
2023
Q3 		$573 Hold
70
– – ﹤0.01% 2230
2023
Q2 		$627 Hold
70
– – ﹤0.01% 2092
2023
Q1 		$634 Buy
70
+40
+133% +$345 ﹤0.01% 1946
2022
Q4 		$210 Buy
+30
New +$219 ﹤0.01% 2035

Other funds holding RKT

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's RKT Position: Q3 2026 in Review

Farther Finance Advisors increased its Rocket Companies (RKT) stake by 13% in Q3 2026, buying an estimated $50K and bringing the position to 32,318 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Farther Finance Advisors first reported a position in RKT in Q4 2022 and has held it in 16 quarters since. The position peaked at $532K in Q4 2025. 23 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Farther Finance Advisors held 32,318 shares of Rocket Companies worth $372K as of Q3 2026.
  • Farther Finance Advisors bought 3,652 Rocket Companies shares in Q3 2026, an estimated $50K.
  • Rocket Companies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1827 holding.
  • Farther Finance Advisors first reported a position in Rocket Companies in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Rocket Companies position peaked at $532K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.