JFG
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
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

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

Jefferies Financial Group's RKT Position: Q2 2026 in Review

Jefferies Financial Group reduced its Rocket Companies (RKT) stake by 45% in Q2 2026, selling an estimated $166K and leaving 13,977 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Jefferies Financial Group first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.47M in Q4 2025. 796 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Jefferies Financial Group held 13,977 shares of Rocket Companies worth $220K as of Q2 2026.
  • Jefferies Financial Group sold 11,539 Rocket Companies shares in Q2 2026, an estimated $166K.
  • Rocket Companies made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1449 holding.
  • Jefferies Financial Group first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Jefferies Financial Group's Rocket Companies position peaked at $4.47M in Q4 2025.
  • 796 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.