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JNBA Financial Advisors’s Rocket Companies RKT Stock Holding History

JNBA Financial 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 		$67.6K Hold
4,290
– – 0.01% 290
2026
Q1 		$61.1K Hold
4,290
– – 0.01% 282
2025
Q4 		$83.1K Buy
+4,290
New +$76.7K 0.01% 257

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JNBA Financial Advisors's RKT Position: Q2 2026 in Review

JNBA Financial Advisors held its Rocket Companies (RKT) position steady in Q2 2026 at 4,290 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #290.

JNBA Financial Advisors first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.1K in Q4 2025. 341 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • JNBA Financial Advisors held 4,290 shares of Rocket Companies worth $67.6K as of Q2 2026.
  • JNBA Financial Advisors left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #290 holding.
  • JNBA Financial Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • JNBA Financial Advisors's Rocket Companies position peaked at $83.1K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.