LB
RKT icon

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
Q2 		$4.33K Hold
275
– – ﹤0.01% 297
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

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

Legacy Bridge's RKT Position: Q2 2026 in Review

Legacy Bridge held its Rocket Companies (RKT) position steady in Q2 2026 at 275 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Legacy Bridge first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.33K in Q3 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Legacy Bridge held 275 shares of Rocket Companies worth $4.33K as of Q2 2026.
  • Legacy Bridge left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #297 holding.
  • Legacy Bridge first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Legacy Bridge's Rocket Companies position peaked at $5.33K in Q3 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.