Lloyd Advisory Services’s Rocket Companies RKT Stock Holding History

Lloyd Advisory Services’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	$10	Buy	+1	New	+$14	﹤0.01%	831

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Lloyd Advisory Services's RKT Position: Q3 2026 in Review

Lloyd Advisory Services opened a new position in Rocket Companies (RKT) in Q3 2026: 1 share worth $10. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings.

401 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Lloyd Advisory Services held 1 share of Rocket Companies worth $10 as of Q3 2026.
Rocket Companies was a new Lloyd Advisory Services position in Q3 2026.
Rocket Companies made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q3 2026, its #831 holding.
401 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Lloyd Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.