BPI
RKT icon

BFC Planning, Inc.’s Rocket Companies RKT Stock Holding History

BFC Planning, 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 		$14.5K Hold
920
– – ﹤0.01% 2169
2026
Q1 		$13.1K Buy
920
+7
+0.8% +$127 ﹤0.01% 1910
2025
Q4 		$17.7K Hold
913
– – ﹤0.01% 1804
2025
Q3 		$17.7K Buy
913
+228
+33% +$3.98K ﹤0.01% 1633
2025
Q2 		$9.7K Hold
685
– – ﹤0.01% 1821
2025
Q1 		$8.27K Buy
685
+200
+41% +$2.58K ﹤0.01% 1846
2024
Q4 		$5.46K Buy
+485
New +$7.22K ﹤0.01% 1988

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ValueAct Holdings
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFC Planning, Inc.'s RKT Position: Q2 2026 in Review

BFC Planning, Inc. held its Rocket Companies (RKT) position steady in Q2 2026 at 920 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

BFC Planning, Inc. first reported a position in RKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.7K in Q3 2025. 801 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • BFC Planning, Inc. held 920 shares of Rocket Companies worth $14.5K as of Q2 2026.
  • BFC Planning, Inc. left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2169 holding.
  • BFC Planning, Inc. first reported a position in Rocket Companies in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Rocket Companies position peaked at $17.7K in Q3 2025.
  • 801 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.