Key Financial Inc
RKT icon

Key Financial Inc’s Rocket Companies RKT Stock Holding History

Key Financial Inc’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 		$19.2K Hold
1,672
– – ﹤0.01% 716
2026
Q2 		$26.3K Hold
1,672
– – ﹤0.01% 668
2026
Q1 		$23.8K Hold
1,672
– – ﹤0.01% 688
2025
Q4 		$32.4K Buy
+1,672
New +$29.9K 0.01% 619

Other funds holding RKT

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Key Financial Inc's RKT Position: Q3 2026 in Review

Key Financial Inc held its Rocket Companies (RKT) position steady in Q3 2026 at 1,672 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Key Financial Inc first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $32.4K in Q4 2025. 325 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Key Financial Inc held 1,672 shares of Rocket Companies worth $19.2K as of Q3 2026.
  • Key Financial Inc left its Rocket Companies share count unchanged in Q3 2026.
  • Rocket Companies made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #716 holding.
  • Key Financial Inc first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • Key Financial Inc's Rocket Companies position peaked at $32.4K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.