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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
Q1 		– Sell
-147,500
Closed -$2.86M – 2132
2025
Q4 		$2.86M Sell
147,500
-365,200
-71% -$6.53M 0.01% 668
2025
Q3 		$9.94M Buy
+512,700
New +$8.94M 0.05% 241

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

Jefferies Financial Group's RKT Position: Q1 2026 in Review

Jefferies Financial Group reduced its Rocket Companies (RKT) stake by 89% in Q1 2026, selling an estimated $3.74M and leaving 25,516 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Jefferies Financial Group first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.47M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Jefferies Financial Group held 25,516 shares of Rocket Companies worth $364K as of Q1 2026.
  • Jefferies Financial Group sold 205,592 Rocket Companies shares in Q1 2026, an estimated $3.74M.
  • Rocket Companies made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1332 holding.
  • Jefferies Financial Group first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • Jefferies Financial Group's Rocket Companies position peaked at $4.47M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.