Merit Financial Group
RKT icon

Merit Financial Group’s Rocket Companies RKT Stock Holding History

Merit Financial Group’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 		$187K Sell
16,205
-18,227
-53% -$249K ﹤0.01% 2230
2026
Q2 		$542K Sell
34,432
-1,396
-4% -$20.1K ﹤0.01% 1457
2026
Q1 		$511K Buy
35,828
+8,408
+31% +$153K ﹤0.01% 1363
2025
Q4 		$531K Buy
27,420
+12,537
+84% +$224K ﹤0.01% 1278
2025
Q3 		$288K Buy
+14,883
New +$260K ﹤0.01% 1482

Other funds holding RKT

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Merit Financial Group's RKT Position: Q3 2026 in Review

Merit Financial Group reduced its Rocket Companies (RKT) stake by 53% in Q3 2026, selling an estimated $249K and leaving 16,205 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Merit Financial Group first reported a position in RKT in Q3 2025 and has held it in 5 quarters since. The position peaked at $542K in Q2 2026. 575 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Merit Financial Group held 16,205 shares of Rocket Companies worth $187K as of Q3 2026.
  • Merit Financial Group sold 18,227 Rocket Companies shares in Q3 2026, an estimated $249K.
  • Rocket Companies made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2230 holding.
  • Merit Financial Group first reported a position in Rocket Companies in Q3 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Rocket Companies position peaked at $542K in Q2 2026.
  • 575 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.