Financial Engines Advisors
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Financial Engines Advisors’s Rocket Companies RKT Stock Holding History

Financial Engines 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
Q1 		$175K Sell
12,247
-16
-0.1% -$291 ﹤0.01% 523
2025
Q4 		$237K Sell
12,263
-7
-0.1% -$125 ﹤0.01% 503
2025
Q3 		$238K Buy
+12,270
New +$214K ﹤0.01% 506

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Financial Engines Advisors's RKT Position: Q1 2026 in Review

Financial Engines Advisors reduced its Rocket Companies (RKT) stake by 0.13% in Q1 2026, selling an estimated $291 and leaving 12,247 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Financial Engines Advisors first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $238K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Financial Engines Advisors held 12,247 shares of Rocket Companies worth $175K as of Q1 2026.
  • Financial Engines Advisors sold 16 Rocket Companies shares in Q1 2026, an estimated $291.
  • Rocket Companies made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #523 holding.
  • Financial Engines Advisors first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • Financial Engines Advisors's Rocket Companies position peaked at $238K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.