JFS Wealth Advisors’s Rocket Companies RKT Stock Holding History

JFS Wealth Advisors’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	$1.2K	Buy	76 +9	+13%	+$130	﹤0.01%	1758
2026 Q1	$955	Buy	67 +25	+60%	+$455	﹤0.01%	1682
2025 Q4	$814	Buy	42 +31	+282%	+$554	﹤0.01%	1739
2025 Q3	$214	Hold	11	–	–	﹤0.01%	1824
2025 Q2	$156	Sell	11 -27	-71%	-$350	﹤0.01%	1791
2025 Q1	$459	Buy	38 +26	+217%	+$335	﹤0.01%	1779
2024 Q4	$136	Hold	12	–	–	﹤0.01%	1871
2024 Q3	$231	Sell	12 -1	-8%	-$18	﹤0.01%	1856
2024 Q2	$179	Hold	13	–	–	﹤0.01%	1900
2024 Q1	$190	Buy	13 +2	+18%	+$25	﹤0.01%	1898
2023 Q4	$160	Sell	11 -1	-8%	-$10	﹤0.01%	1923
2023 Q3	$99	Sell	12 -1	-8%	-$10	﹤0.01%	1906
2023 Q2	$117	Sell	13 -1	-7%	-$9	﹤0.01%	1919
2023 Q1	$127	Buy	14 +5	+56%	+$43	﹤0.01%	1875
2022 Q4	$63	Buy	9 +7	+350%	+$51	﹤0.01%	1908
2022 Q3	$0	Sell	2 -1	-33%	-$9	﹤0.01%	1897
2022 Q2	$0	Sell	3 -199	-99%	-$1.72K	﹤0.01%	1905
2022 Q1	$2K	Sell	202 -300	-60%	-$3.71K	﹤0.01%	1476
2021 Q4	$7K	Hold	502	–	–	﹤0.01%	745
2021 Q3	$8K	Buy	+502	New	+$8.77K	﹤0.01%	676

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFS Wealth Advisors's RKT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Rocket Companies (RKT) stake by 13% in Q2 2026, buying an estimated $130 and bringing the position to 76 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

JFS Wealth Advisors first reported a position in RKT in Q3 2021 and has held it in 20 quarters since. The position peaked at $8K in Q3 2021. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

JFS Wealth Advisors held 76 shares of Rocket Companies worth $1.2K as of Q2 2026.
JFS Wealth Advisors bought 9 Rocket Companies shares in Q2 2026, an estimated $130.
Rocket Companies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1758 holding.
JFS Wealth Advisors first reported a position in Rocket Companies in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's Rocket Companies position peaked at $8K in Q3 2021.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.