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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Jacobi Capital Management's RKT Position: Q1 2026 in Review

Jacobi Capital Management increased its Rocket Companies (RKT) stake by 1.3% in Q1 2026, buying an estimated $3.73K and bringing the position to 15,885 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #588.

Jacobi Capital Management first reported a position in RKT in Q3 2020 and has held it in 7 quarters since. The position peaked at $304K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Jacobi Capital Management held 15,885 shares of Rocket Companies worth $226K as of Q1 2026.
Jacobi Capital Management bought 205 Rocket Companies shares in Q1 2026, an estimated $3.73K.
Rocket Companies made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #588 holding.
Jacobi Capital Management first reported a position in Rocket Companies in Q3 2020 and has held it in 7 quarters since.
Jacobi Capital Management's Rocket Companies position peaked at $304K in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.