FCH
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Freestone Capital Holdings’s Rocket Companies RKT Stock Holding History

Freestone Capital Holdings’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 		$1.13M Buy
79,205
+4,399
+6% +$80K 0.03% 224
2025
Q4 		$1.45M Buy
74,806
+23
+0% +$411 0.04% 203
2025
Q3 		$1.45M Buy
+74,783
New +$1.3M 0.04% 210
2021
Q1 		– Sell
-1,500
Closed -$30.3K – 957
2020
Q4 		$30.3K Hold
1,500
– – ﹤0.01% 664
2020
Q3 		$29.9K Buy
+1,500
New +$35K ﹤0.01% 573

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

Freestone Capital Holdings's RKT Position: Q1 2026 in Review

Freestone Capital Holdings increased its Rocket Companies (RKT) stake by 5.9% in Q1 2026, buying an estimated $80K and bringing the position to 79,205 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #224.

Freestone Capital Holdings first reported a position in RKT in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.45M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Freestone Capital Holdings held 79,205 shares of Rocket Companies worth $1.13M as of Q1 2026.
  • Freestone Capital Holdings bought 4,399 Rocket Companies shares in Q1 2026, an estimated $80K.
  • Rocket Companies made up 0.03% of Freestone Capital Holdings's portfolio in Q1 2026, its #224 holding.
  • Freestone Capital Holdings first reported a position in Rocket Companies in Q3 2020 and has held it in 5 quarters since.
  • Freestone Capital Holdings's Rocket Companies position peaked at $1.45M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.