Jones Financial Companies’s Rocket Companies RKT Stock Holding History

Jones Financial Companies’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	$3.83M	Buy	255,196 +86,425	+51%	+$1.25M	﹤0.01%	1308
2026 Q1	$2.31M	Buy	168,771 +59,271	+54%	+$1.08M	﹤0.01%	1362
2025 Q4	$2.12M	Buy	109,500 +33,169	+43%	+$593K	﹤0.01%	919
2025 Q3	$1.49M	Buy	76,331 +14,480	+23%	+$253K	﹤0.01%	974
2025 Q2	$880K	Buy	61,851 +6,194	+11%	+$80.4K	﹤0.01%	1054
2025 Q1	$725K	Buy	55,657 +19,230	+53%	+$248K	﹤0.01%	981
2024 Q4	$410K	Buy	36,427 +20,706	+132%	+$308K	﹤0.01%	1069
2024 Q3	$298K	Buy	15,721 +11,633	+285%	+$204K	﹤0.01%	1000
2024 Q2	$56K	Buy	+4,088	New	+$55.2K	﹤0.01%	1215

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

Jones Financial Companies's RKT Position: Q2 2026 in Review

Jones Financial Companies increased its Rocket Companies (RKT) stake by 51% in Q2 2026, buying an estimated $1.25M and bringing the position to 255,196 shares worth $3.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Jones Financial Companies first reported a position in RKT in Q2 2024 and has held it in 9 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Jones Financial Companies held 255,196 shares of Rocket Companies worth $3.83M as of Q2 2026.
Jones Financial Companies bought 86,425 Rocket Companies shares in Q2 2026, an estimated $1.25M.
Rocket Companies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1308 holding.
Jones Financial Companies first reported a position in Rocket Companies in Q2 2024 and has held it in 9 quarters since.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.