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LRI Investments’s Rocket Companies RKT Stock Holding History

LRI Investments’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 		$191K Buy
12,144
+11,314
+1,363% +$163K 0.02% 333
2026
Q1 		$11.8K Buy
830
+173
+26% +$3.15K ﹤0.01% 841
2025
Q4 		$12.7K Buy
657
+401
+157% +$7.17K ﹤0.01% 804
2025
Q3 		$4.96K Buy
+256
New +$4.46K ﹤0.01% 1055

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
VW
Veridan Wealth West Linn, Oregon $294M AUM 21.39% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

LRI Investments's RKT Position: Q2 2026 in Review

LRI Investments increased its Rocket Companies (RKT) stake by 1,363% in Q2 2026, buying an estimated $163K and bringing the position to 12,144 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #333.

LRI Investments first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • LRI Investments held 12,144 shares of Rocket Companies worth $191K as of Q2 2026.
  • LRI Investments bought 11,314 Rocket Companies shares in Q2 2026, an estimated $163K.
  • Rocket Companies made up 0.02% of LRI Investments's portfolio in Q2 2026, its #333 holding.
  • LRI Investments first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.