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Jacobi Capital Management’s Rocket Companies RKT Stock Holding History

Jacobi Capital Management’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 		– Sell
-15,885
Closed -$226K – 667
2026
Q1 		$226K Buy
15,885
+205
+1% +$3.73K 0.01% 588
2025
Q4 		$304K Buy
+15,680
New +$280K 0.02% 519
2021
Q4 		– Sell
-50
Closed -$1K – 1118
2021
Q3 		$1K Hold
50
– – ﹤0.01% 1407
2021
Q2 		$1K Hold
50
– – ﹤0.01% 1353
2021
Q1 		$1K Sell
50
-1,100
-96% -$24.6K ﹤0.01% 1324
2020
Q4 		$23K Hold
1,150
– – ﹤0.01% 695
2020
Q3 		$23K Buy
+1,150
New +$26.8K ﹤0.01% 640

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

Jacobi Capital Management's RKT Position: Q2 2026 in Review

Jacobi Capital Management sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 15,885 shares — an estimated $226K sold.

Jacobi Capital Management first reported a position in RKT in Q3 2020 and held it in 7 quarters. The position peaked at $304K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Jacobi Capital Management reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Jacobi Capital Management sold 15,885 Rocket Companies shares in Q2 2026, an estimated $226K.
  • Jacobi Capital Management first reported a position in Rocket Companies in Q3 2020 and held it in 7 quarters.
  • Jacobi Capital Management's Rocket Companies position peaked at $304K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.