First Affirmative Financial Network’s Rocket Companies RKT Stock Holding History

First Affirmative Financial Network’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	$138K	Buy	+11,963	New	+$164K	0.03%	392
2024 Q3	–	Sell	-13,021	Closed	-$178K	–	299
2024 Q2	$178K	Sell	13,021 -1,251	-9%	-$16.9K	0.12%	232
2024 Q1	$208K	Buy	14,272 +822	+6%	+$10.2K	0.15%	216
2023 Q4	$195K	Buy	13,450 +2,052	+18%	+$19.7K	0.16%	215
2023 Q3	$93.2K	Buy	+11,398	New	+$115K	0.09%	196

Other funds holding RKT

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CRB

Chad R. Baker $612M AUM 33.64% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

First Affirmative Financial Network's RKT Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Rocket Companies (RKT) in Q3 2026: 11,963 shares worth $138K. The stake represents 0.03% of the portfolio and ranks #392 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in RKT as recently as Q2 2024.

First Affirmative Financial Network first reported a position in RKT in Q3 2023 and has held it in 5 quarters since. The position peaked at $208K in Q1 2024. 154 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

First Affirmative Financial Network held 11,963 shares of Rocket Companies worth $138K as of Q3 2026.
Rocket Companies was a new First Affirmative Financial Network position in Q3 2026.
Rocket Companies made up 0.03% of First Affirmative Financial Network's portfolio in Q3 2026, its #392 holding.
First Affirmative Financial Network first reported a position in Rocket Companies in Q3 2023 and has held it in 5 quarters since.
First Affirmative Financial Network's Rocket Companies position peaked at $208K in Q1 2024.
154 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.