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Larson Financial Group’s Rocket Companies RKT Stock Holding History

Larson Financial Group’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 		$20K Buy
1,270
+439
+53% +$6.33K ﹤0.01% 2011
2026
Q1 		$11.8K Sell
831
-3,325
-80% -$60.5K ﹤0.01% 2131
2025
Q4 		$80.5K Buy
4,156
+252
+6% +$4.51K ﹤0.01% 1013
2025
Q3 		$75.7K Buy
3,904
+3,496
+857% +$61K ﹤0.01% 1004
2025
Q2 		$5.79K Buy
408
+401
+5,729% +$5.2K ﹤0.01% 2027
2025
Q1 		$84 Sell
7
-91
-93% -$1.17K ﹤0.01% 2945
2024
Q4 		$1.1K Buy
98
+61
+165% +$908 ﹤0.01% 2023
2024
Q3 		$710 Buy
+37
New +$649 ﹤0.01% 2058
2024
Q2 		– Sell
-306
Closed -$4.45K – 2486
2024
Q1 		$4.45K Buy
306
+106
+53% +$1.31K ﹤0.01% 1221
2023
Q4 		$2.9K Sell
200
-100
-33% -$958 ﹤0.01% 1297
2023
Q3 		$2.45K Buy
300
+100
+50% +$1.01K ﹤0.01% 1326
2023
Q2 		$1.79K Hold
200
– – ﹤0.01% 1285
2023
Q1 		$1.81K Hold
200
– – ﹤0.01% 1256
2022
Q4 		$1.4K Hold
200
– – ﹤0.01% 1246
2022
Q3 		$1K Hold
200
– – ﹤0.01% 1236
2022
Q2 		$1K Buy
200
+196
+4,900% +$1.69K ﹤0.01% 1136
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1141
2021
Q4 		$0 Buy
+4
New +$64 ﹤0.01% 1156

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

Larson Financial Group's RKT Position: Q2 2026 in Review

Larson Financial Group increased its Rocket Companies (RKT) stake by 53% in Q2 2026, buying an estimated $6.33K and bringing the position to 1,270 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Larson Financial Group first reported a position in RKT in Q4 2021 and has held it in 18 quarters since. The position peaked at $80.5K in Q4 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Larson Financial Group held 1,270 shares of Rocket Companies worth $20K as of Q2 2026.
  • Larson Financial Group bought 439 Rocket Companies shares in Q2 2026, an estimated $6.33K.
  • Rocket Companies made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2011 holding.
  • Larson Financial Group first reported a position in Rocket Companies in Q4 2021 and has held it in 18 quarters since.
  • Larson Financial Group's Rocket Companies position peaked at $80.5K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.