PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Rocket Companies RKT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$13.4K	Buy	+850	New	+$12.3K	﹤0.01%	424

Other funds holding RKT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RKT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Rocket Companies (RKT) in Q2 2026: 850 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 850 shares of Rocket Companies worth $13.4K as of Q2 2026.
Rocket Companies was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Rocket Companies made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #424 holding.
354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.