Janney Montgomery Scott
RKT icon

Janney Montgomery Scott’s Rocket Companies RKT Stock Holding History

Janney Montgomery Scott’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 		$357K Sell
25,066
-16,689
-40% -$304K ﹤0.01% 2271
2025
Q4 		$808K Buy
41,755
+21,273
+104% +$380K ﹤0.01% 1865
2025
Q3 		$397K Buy
+20,482
New +$357K ﹤0.01% 2310
2020
Q4 		– Sell
-10,310
Closed -$205K – 2263
2020
Q3 		$205K Buy
+10,310
New +$240K ﹤0.01% 1907

Other funds holding RKT

BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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

Janney Montgomery Scott's RKT Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Rocket Companies (RKT) stake by 40% in Q1 2026, selling an estimated $304K and leaving 25,066 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Janney Montgomery Scott first reported a position in RKT in Q3 2020 and has held it in 4 quarters since. The position peaked at $808K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Janney Montgomery Scott held 25,066 shares of Rocket Companies worth $357K as of Q1 2026.
  • Janney Montgomery Scott sold 16,689 Rocket Companies shares in Q1 2026, an estimated $304K.
  • Rocket Companies made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2271 holding.
  • Janney Montgomery Scott first reported a position in Rocket Companies in Q3 2020 and has held it in 4 quarters since.
  • Janney Montgomery Scott's Rocket Companies position peaked at $808K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.