Larson Financial Group
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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
Q3 		$12.8K Sell
1,108
-162
-13% -$2.22K ﹤0.01% 2389
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 		$5.78K 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% +$1.32K ﹤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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Larson Financial Group's RKT Position: Q3 2026 in Review

Larson Financial Group reduced its Rocket Companies (RKT) stake by 13% in Q3 2026, selling an estimated $2.22K and leaving 1,108 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Larson Financial Group first reported a position in RKT in Q4 2021 and has held it in 19 quarters since. The position peaked at $80.5K in Q4 2025. 575 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Larson Financial Group held 1,108 shares of Rocket Companies worth $12.8K as of Q3 2026.
  • Larson Financial Group sold 162 Rocket Companies shares in Q3 2026, an estimated $2.22K.
  • Rocket Companies made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2389 holding.
  • Larson Financial Group first reported a position in Rocket Companies in Q4 2021 and has held it in 19 quarters since.
  • Larson Financial Group's Rocket Companies position peaked at $80.5K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.