Jefferies Financial Group
RKT icon

Jefferies Financial Group’s Rocket Companies RKT Stock Holding History

Jefferies Financial Group’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 		$4.43M Buy
385,001
+371,024
+2,655% +$5.08M 0.03% 344
2026
Q2 		$220K Sell
13,977
-11,539
-45% -$166K ﹤0.01% 1449
2026
Q1 		$364K Sell
25,516
-205,592
-89% -$3.74M ﹤0.01% 1332
2025
Q4 		$4.47M Buy
231,108
+208,150
+907% +$3.72M 0.02% 520
2025
Q3 		$445K Buy
+22,958
New +$400K ﹤0.01% 1115

Other funds holding RKT

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jefferies Financial Group's RKT Position: Q3 2026 in Review

Jefferies Financial Group increased its Rocket Companies (RKT) stake by 2,655% in Q3 2026, buying an estimated $5.08M and bringing the position to 385,001 shares worth $4.43M. The position accounts for 0.03% of the portfolio, ranked #344.

Jefferies Financial Group first reported a position in RKT in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.47M in Q4 2025. 575 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Jefferies Financial Group held 385,001 shares of Rocket Companies worth $4.43M as of Q3 2026.
  • Jefferies Financial Group bought 371,024 Rocket Companies shares in Q3 2026, an estimated $5.08M.
  • Rocket Companies made up 0.03% of Jefferies Financial Group's portfolio in Q3 2026, its #344 holding.
  • Jefferies Financial Group first reported a position in Rocket Companies in Q3 2025 and has held it in 5 quarters since.
  • Jefferies Financial Group's Rocket Companies position peaked at $4.47M in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.