Kestra Advisory Services’s Rocket Companies RKT Stock Holding History

Kestra Advisory Services’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 Q3	$749K	Buy	65,040 +19,873	+44%	+$272K	﹤0.01%	2168
2026 Q2	$711K	Sell	45,167 -42,240	-48%	-$609K	﹤0.01%	2060
2026 Q1	$1.25M	Sell	87,407 -76,597	-47%	-$1.39M	﹤0.01%	1578
2025 Q4	$3.18M	Buy	+164,004	New	+$2.93M	0.01%	965
2023 Q1	–	Sell	-13,443	Closed	-$94.1K	–	2276
2022 Q4	$94.1K	Buy	+13,443	New	+$98.2K	﹤0.01%	2146
2022 Q3	–	Sell	-13,571	Closed	-$100K	–	2217
2022 Q2	$100K	Buy	+13,571	New	+$117K	﹤0.01%	1993
2021 Q4	–	Sell	-11,405	Closed	-$183K	–	2165
2021 Q3	$183K	Sell	11,405 -1,480	-11%	-$25.9K	﹤0.01%	1988
2021 Q2	$249K	Buy	12,885 +3,006	+30%	+$60.8K	﹤0.01%	1700
2021 Q1	$228K	Sell	9,879 -22,145	-69%	-$495K	﹤0.01%	1644
2020 Q4	$678K	Buy	32,024 +6,311	+25%	+$133K	0.01%	1053
2020 Q3	$522K	Buy	+25,713	New	+$600K	0.01%	868

Other funds holding RKT

Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Kestra Advisory Services's RKT Position: Q3 2026 in Review

Kestra Advisory Services increased its Rocket Companies (RKT) stake by 44% in Q3 2026, buying an estimated $272K and bringing the position to 65,040 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

Kestra Advisory Services first reported a position in RKT in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.18M in Q4 2025. 248 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Kestra Advisory Services held 65,040 shares of Rocket Companies worth $749K as of Q3 2026.
Kestra Advisory Services bought 19,873 Rocket Companies shares in Q3 2026, an estimated $272K.
Rocket Companies made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2168 holding.
Kestra Advisory Services first reported a position in Rocket Companies in Q3 2020 and has held it in 11 quarters since.
Kestra Advisory Services's Rocket Companies position peaked at $3.18M in Q4 2025.
248 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.