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 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

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

PIM

Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Kestra Advisory Services's RKT Position: Q2 2026 in Review

Kestra Advisory Services reduced its Rocket Companies (RKT) stake by 48% in Q2 2026, selling an estimated $609K and leaving 45,167 shares worth $711K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Kestra Advisory Services first reported a position in RKT in Q3 2020 and has held it in 10 quarters since. The position peaked at $3.18M in Q4 2025. 201 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Kestra Advisory Services held 45,167 shares of Rocket Companies worth $711K as of Q2 2026.
Kestra Advisory Services sold 42,240 Rocket Companies shares in Q2 2026, an estimated $609K.
Rocket Companies made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2060 holding.
Kestra Advisory Services first reported a position in Rocket Companies in Q3 2020 and has held it in 10 quarters since.
Kestra Advisory Services's Rocket Companies position peaked at $3.18M in Q4 2025.
201 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.