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Johnson Financial Group Inc (Wisconsin)’s Rocket Companies RKT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$5.54K Buy
+352
New +$5.07K ﹤0.01% 683
2025
Q4 		– Sell
-29
Closed -$563 – 1071
2025
Q3 		$563 Sell
29
-29
-50% -$506 ﹤0.01% 1039
2025
Q2 		$823 Buy
+58
New +$752 ﹤0.01% 690

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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

Johnson Financial Group Inc (Wisconsin)'s RKT Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Rocket Companies (RKT) in Q2 2026: 352 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in RKT as recently as Q3 2025.

Johnson Financial Group Inc (Wisconsin) first reported a position in RKT in Q2 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 352 shares of Rocket Companies worth $5.54K as of Q2 2026.
  • Rocket Companies was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #683 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Rocket Companies in Q2 2025 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.