LPL Financial
RKT icon

LPL Financial’s Rocket Companies RKT Stock Holding History

LPL Financial’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 		$33.5M Sell
2,127,729
-21,603
-1% -$311K 0.01% 1241
2026
Q1 		$30.6M Buy
2,149,332
+349,553
+19% +$6.36M 0.01% 1183
2025
Q4 		$34.8M Buy
1,799,779
+352,942
+24% +$6.31M 0.01% 1057
2025
Q3 		$28M Buy
1,446,837
+240,962
+20% +$4.2M 0.01% 1146
2025
Q2 		$17.1M Buy
1,205,875
+183,519
+18% +$2.38M 0.01% 1364
2025
Q1 		$12.3M Buy
1,022,356
+113,883
+13% +$1.47M ﹤0.01% 1460
2024
Q4 		$10.2M Buy
908,473
+227,804
+33% +$3.39M ﹤0.01% 1534
2024
Q3 		$13.1M Buy
680,669
+23,333
+4% +$409K 0.01% 1283
2024
Q2 		$9.01M Buy
657,336
+16,910
+3% +$229K ﹤0.01% 1436
2024
Q1 		$9.32M Buy
640,426
+272,331
+74% +$3.38M 0.01% 1384
2023
Q4 		$5.33M Buy
368,095
+64,652
+21% +$619K ﹤0.01% 1648
2023
Q3 		$2.48M Buy
303,443
+60,563
+25% +$612K ﹤0.01% 2126
2023
Q2 		$2.18M Buy
242,880
+75,886
+45% +$660K ﹤0.01% 2170
2023
Q1 		$1.51M Buy
166,994
+49,099
+42% +$423K ﹤0.01% 2395
2022
Q4 		$825K Buy
117,895
+47,709
+68% +$348K ﹤0.01% 2786
2022
Q3 		$444K Buy
70,186
+15,433
+28% +$134K ﹤0.01% 3260
2022
Q2 		$403K Sell
54,753
-12,147
-18% -$105K ﹤0.01% 3383
2022
Q1 		$744K Buy
66,900
+9,397
+16% +$116K ﹤0.01% 2865
2021
Q4 		$805K Sell
57,503
-4,948
-8% -$78.8K ﹤0.01% 2850
2021
Q3 		$1M Buy
62,451
+5,780
+10% +$101K ﹤0.01% 2611
2021
Q2 		$1.1M Sell
56,671
-212
-0.4% -$4.29K ﹤0.01% 2484
2021
Q1 		$1.31M Sell
56,883
-40,030
-41% -$895K ﹤0.01% 2164
2020
Q4 		$1.96M Buy
96,913
+40,869
+73% +$863K ﹤0.01% 1684
2020
Q3 		$1.12M Buy
+56,044
New +$1.31M ﹤0.01% 1863

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's RKT Position: Q2 2026 in Review

LPL Financial reduced its Rocket Companies (RKT) stake by 1% in Q2 2026, selling an estimated $311K and leaving 2,127,729 shares worth $33.5M. The position accounts for 0.01% of the portfolio, ranked #1241.

LPL Financial first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $34.8M in Q4 2025. 354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • LPL Financial held 2,127,729 shares of Rocket Companies worth $33.5M as of Q2 2026.
  • LPL Financial sold 21,603 Rocket Companies shares in Q2 2026, an estimated $311K.
  • Rocket Companies made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1241 holding.
  • LPL Financial first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • LPL Financial's Rocket Companies position peaked at $34.8M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.