James T. Borello
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James T. Borello’s Rocket Companies RKT Stock Holding History

James T. Borello’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
Q3 		$207 Sell
18
-138
-88% -$1.89K ﹤0.01% 1122
2026
Q2 		$2.46K Sell
156
-200
-56% -$2.88K ﹤0.01% 919
2026
Q1 		$5.07K Sell
356
-28
-7% -$509 ﹤0.01% 746
2025
Q4 		$7.43K Buy
+384
New +$6.87K ﹤0.01% 491

Other funds holding RKT

Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hillman Company
Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

James T. Borello's RKT Position: Q3 2026 in Review

James T. Borello reduced its Rocket Companies (RKT) stake by 88% in Q3 2026, selling an estimated $1.89K and leaving 18 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

James T. Borello first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.43K in Q4 2025. 205 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • James T. Borello held 18 shares of Rocket Companies worth $207 as of Q3 2026.
  • James T. Borello sold 138 Rocket Companies shares in Q3 2026, an estimated $1.89K.
  • Rocket Companies made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1122 holding.
  • James T. Borello first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Rocket Companies position peaked at $7.43K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.