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Lakeshore Financial Planning’s Rocket Companies RKT Stock Holding History

Lakeshore Financial Planning’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 		$296K Buy
+18,777
New +$271K 0.1% 67
2026
Q1 		– Sell
-27,527
Closed -$533K – 92
2025
Q4 		$533K Buy
27,527
+12,527
+84% +$224K 0.19% 40
2025
Q3 		$291K Sell
15,000
-3,497
-19% -$61K 0.11% 56
2025
Q2 		$262K Buy
18,497
+7,894
+74% +$102K 0.11% 60
2025
Q1 		$128K Sell
10,603
-3,393
-24% -$43.8K 0.05% 77
2024
Q4 		$158K Buy
13,996
+2,500
+22% +$37.2K 0.07% 77
2024
Q3 		$221K Sell
11,496
-2,000
-15% -$35.1K 0.1% 68
2024
Q2 		$185K Buy
13,496
+1,000
+8% +$13.5K 0.09% 67
2024
Q1 		$182K Buy
+12,496
New +$155K 0.09% 67

Other funds holding RKT

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HC
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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Lakeshore Financial Planning's RKT Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in Rocket Companies (RKT) in Q2 2026: 18,777 shares worth $296K. The stake represents 0.1% of the portfolio and ranks #67 among its holdings. This is a return to the name: Lakeshore Financial Planning previously reported a position in RKT as recently as Q4 2025.

Lakeshore Financial Planning first reported a position in RKT in Q1 2024 and has held it in 9 quarters since. The position peaked at $533K in Q4 2025. 245 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Lakeshore Financial Planning held 18,777 shares of Rocket Companies worth $296K as of Q2 2026.
  • Rocket Companies was a new Lakeshore Financial Planning position in Q2 2026.
  • Rocket Companies made up 0.1% of Lakeshore Financial Planning's portfolio in Q2 2026, its #67 holding.
  • Lakeshore Financial Planning first reported a position in Rocket Companies in Q1 2024 and has held it in 9 quarters since.
  • Lakeshore Financial Planning's Rocket Companies position peaked at $533K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.