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Independent Financial Group’s Rocket Lab Corp RKLB Stock Holding History

Independent Financial Group’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
Q2 		$1.12M Buy
11,027
+3,040
+38% +$303K 0.02% 641
2026
Q1 		$513K Sell
7,987
-372
-4% -$28K 0.01% 923
2025
Q4 		$583K Sell
8,359
-22,269
-73% -$1.28M 0.01% 827
2025
Q3 		$1.47M Buy
30,628
+23,439
+326% +$1.06M 0.04% 485
2025
Q2 		$257K Buy
+7,189
New +$176K 0.01% 1098
2022
Q4 		– Sell
-17,166
Closed -$69.9K – 808
2022
Q3 		$69.9K Buy
17,166
+100
+0.6% +$493 0.01% 725
2022
Q2 		$64.7K Buy
+17,066
New +$100K 0.01% 695

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Independent Financial Group's RKLB Position: Q2 2026 in Review

Independent Financial Group increased its Rocket Lab Corp (RKLB) stake by 38% in Q2 2026, buying an estimated $303K and bringing the position to 11,027 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #641.

Independent Financial Group first reported a position in RKLB in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.47M in Q3 2025. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Independent Financial Group held 11,027 shares of Rocket Lab Corp worth $1.12M as of Q2 2026.
  • Independent Financial Group bought 3,040 Rocket Lab Corp shares in Q2 2026, an estimated $303K.
  • Rocket Lab Corp made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #641 holding.
  • Independent Financial Group first reported a position in Rocket Lab Corp in Q2 2022 and has held it in 7 quarters since.
  • Independent Financial Group's Rocket Lab Corp position peaked at $1.47M in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.