Lido Advisors
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Lido Advisors’s Rocket Companies RKT Stock Holding History

Lido Advisors’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 		$172K Buy
+14,974
New +$205K ﹤0.01% 1924
2026
Q2 		– Sell
-46,069
Closed -$657K – 2247
2026
Q1 		$657K Buy
+46,069
New +$838K ﹤0.01% 1158

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

Lido Advisors's RKT Position: Q3 2026 in Review

Lido Advisors opened a new position in Rocket Companies (RKT) in Q3 2026: 14,974 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #1924 among its holdings. This is a return to the name: Lido Advisors previously reported a position in RKT as recently as Q1 2026.

Lido Advisors first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. The position peaked at $657K in Q1 2026. 357 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Lido Advisors held 14,974 shares of Rocket Companies worth $172K as of Q3 2026.
  • Rocket Companies was a new Lido Advisors position in Q3 2026.
  • Rocket Companies made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1924 holding.
  • Lido Advisors first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • Lido Advisors's Rocket Companies position peaked at $657K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.