MWC
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MBM Wealth Consultants’s Rocket Companies RKT Stock Holding History

MBM Wealth Consultants’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 		$955K Buy
60,606
+10,461
+21% +$151K 0.18% 63
2026
Q1 		$715K Buy
50,145
+3,255
+7% +$59.2K 0.16% 62
2025
Q4 		$908K Buy
+46,890
New +$838K 0.22% 56

Other funds holding RKT

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

MBM Wealth Consultants's RKT Position: Q2 2026 in Review

MBM Wealth Consultants increased its Rocket Companies (RKT) stake by 21% in Q2 2026, buying an estimated $151K and bringing the position to 60,606 shares worth $955K. The position accounts for 0.18% of the portfolio, ranked #63.

MBM Wealth Consultants first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • MBM Wealth Consultants held 60,606 shares of Rocket Companies worth $955K as of Q2 2026.
  • MBM Wealth Consultants bought 10,461 Rocket Companies shares in Q2 2026, an estimated $151K.
  • Rocket Companies made up 0.18% of MBM Wealth Consultants's portfolio in Q2 2026, its #63 holding.
  • MBM Wealth Consultants first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.