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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
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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Key Financial Inc's RKT Position: Q2 2026 in Review

Key Financial Inc held its Rocket Companies (RKT) position steady in Q2 2026 at 1,672 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Key Financial Inc first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.4K in Q4 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Key Financial Inc held 1,672 shares of Rocket Companies worth $26.3K as of Q2 2026.
  • Key Financial Inc left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #668 holding.
  • Key Financial Inc first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Key Financial Inc's Rocket Companies position peaked at $32.4K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.