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J.V. Bruni & Co’s Rocket Companies RKT Stock Holding History

J.V. Bruni & Co’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 		$41.1M Buy
2,612,387
+797,590
+44% +$11.5M 3.76% 10
2026
Q1 		$25.9M Sell
1,814,797
-12,752
-0.7% -$232K 2.7% 17
2025
Q4 		$35.4M Sell
1,827,549
-13,402
-0.7% -$240K 3.47% 12
2025
Q3 		$35.7M Sell
1,840,951
-13,920
-0.8% -$243K 3.6% 12
2025
Q2 		$26.3M Buy
1,854,871
+8,783
+0.5% +$114K 2.77% 19
2025
Q1 		$22.3M Sell
1,846,088
-13,972
-0.8% -$180K 2.59% 20
2024
Q4 		$20.9M Buy
1,860,060
+324,976
+21% +$4.84M 2.37% 21
2024
Q3 		$29.5M Sell
1,535,084
-96,292
-6% -$1.69M 3.28% 15
2024
Q2 		$22.3M Sell
1,631,376
-11,571
-0.7% -$156K 2.78% 19
2024
Q1 		$23.9M Sell
1,642,947
-22,788
-1% -$283K 2.84% 20
2023
Q4 		$24.1M Sell
1,665,735
-6,242
-0.4% -$59.8K 2.99% 18
2023
Q3 		$13.7M Sell
1,671,977
-527
-0% -$5.33K 1.92% 23
2023
Q2 		$15M Sell
1,672,504
-3,392
-0.2% -$29.5K 1.99% 22
2023
Q1 		$15.2M Sell
1,675,896
-1,560
-0.1% -$13.5K 2.1% 22
2022
Q4 		$11.7M Buy
1,677,456
+20,648
+1% +$151K 1.65% 21
2022
Q3 		$10.5M Buy
1,656,808
+6,668
+0.4% +$58K 1.64% 23
2022
Q2 		$12.1M Buy
1,650,140
+492,836
+43% +$4.26M 1.82% 20
2022
Q1 		$12.9M Buy
1,157,304
+303,940
+36% +$3.76M 1.62% 22
2021
Q4 		$11.9M Buy
+853,364
New +$13.6M 1.47% 23

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
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 $484B AUM 34.9% 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

J.V. Bruni & Co's RKT Position: Q2 2026 in Review

J.V. Bruni & Co increased its Rocket Companies (RKT) stake by 44% in Q2 2026, buying an estimated $11.5M and bringing the position to 2,612,387 shares worth $41.1M. The position accounts for 3.76% of the portfolio, ranked #10.

J.V. Bruni & Co first reported a position in RKT in Q4 2021 and has held it in 19 quarters since. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • J.V. Bruni & Co held 2,612,387 shares of Rocket Companies worth $41.1M as of Q2 2026.
  • J.V. Bruni & Co bought 797,590 Rocket Companies shares in Q2 2026, an estimated $11.5M.
  • Rocket Companies made up 3.76% of J.V. Bruni & Co's portfolio in Q2 2026, its #10 holding.
  • J.V. Bruni & Co first reported a position in Rocket Companies in Q4 2021 and has held it in 19 quarters since.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on J.V. Bruni & Co's 13F filing for Q2 2026, filed 10 Aug 2026.