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BFC Planning, Inc.’s Rocket Lab Corp RKLB Stock Holding History

BFC Planning, Inc.’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.36M Buy
19,476
+184
+1% +$13.3K 0.05% 319
2026
Q2 		$1.96M Sell
19,292
-537
-3% -$53.5K 0.08% 253
2026
Q1 		$1.27M Buy
19,829
+17,895
+925% +$1.35M 0.06% 318
2025
Q4 		$135K Buy
1,934
+297
+18% +$17K 0.01% 1020
2025
Q3 		$78.4K Buy
1,637
+1,091
+200% +$49.5K 0.01% 1013
2025
Q2 		$19.5K Buy
546
+520
+2,000% +$12.7K ﹤0.01% 1510
2025
Q1 		$465 Buy
+26
New +$623 ﹤0.01% 2524

Other funds holding RKLB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BFC Planning, Inc.'s RKLB Position: Q3 2026 in Review

BFC Planning, Inc. increased its Rocket Lab Corp (RKLB) stake by 0.95% in Q3 2026, buying an estimated $13.3K and bringing the position to 19,476 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #319.

BFC Planning, Inc. first reported a position in RKLB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.96M in Q2 2026. 897 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • BFC Planning, Inc. held 19,476 shares of Rocket Lab Corp worth $1.36M as of Q3 2026.
  • BFC Planning, Inc. bought 184 Rocket Lab Corp shares in Q3 2026, an estimated $13.3K.
  • Rocket Lab Corp made up 0.05% of BFC Planning, Inc.'s portfolio in Q3 2026, its #319 holding.
  • BFC Planning, Inc. first reported a position in Rocket Lab Corp in Q1 2025 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Rocket Lab Corp position peaked at $1.96M in Q2 2026.
  • 897 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.