Legacy Bridge
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
Q3 		$3.17K Hold
275
– – ﹤0.01% 306
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Legacy Bridge's RKT Position: Q3 2026 in Review

Legacy Bridge held its Rocket Companies (RKT) position steady in Q3 2026 at 275 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Legacy Bridge first reported a position in RKT in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.33K in Q3 2025. 326 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Legacy Bridge held 275 shares of Rocket Companies worth $3.17K as of Q3 2026.
  • Legacy Bridge left its Rocket Companies share count unchanged in Q3 2026.
  • Rocket Companies made up ﹤0.01% of Legacy Bridge's portfolio in Q3 2026, its #306 holding.
  • Legacy Bridge first reported a position in Rocket Companies in Q3 2025 and has held it in 5 quarters since.
  • Legacy Bridge's Rocket Companies position peaked at $5.33K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.