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Legacy Bridge’s Rocket Companies RKT Stock Holding History

Legacy Bridge’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
Q1 		$3.92K Hold
275
– – ﹤0.01% 293
2025
Q4 		$5.32K Hold
275
– – ﹤0.01% 348
2025
Q3 		$5.33K Buy
+275
New +$4.8K ﹤0.01% 273

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Legacy Bridge's RKT Position: Q1 2026 in Review

Legacy Bridge held its Rocket Companies (RKT) position steady in Q1 2026 at 275 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Legacy Bridge first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.33K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Legacy Bridge held 275 shares of Rocket Companies worth $3.92K as of Q1 2026.
  • Legacy Bridge left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up ﹤0.01% of Legacy Bridge's portfolio in Q1 2026, its #293 holding.
  • Legacy Bridge first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • Legacy Bridge's Rocket Companies position peaked at $5.33K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.