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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
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

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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Merit Financial Group's RKT Position: Q2 2026 in Review

Merit Financial Group reduced its Rocket Companies (RKT) stake by 3.9% in Q2 2026, selling an estimated $20.1K and leaving 34,432 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Merit Financial Group first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Merit Financial Group held 34,432 shares of Rocket Companies worth $542K as of Q2 2026.
  • Merit Financial Group sold 1,396 Rocket Companies shares in Q2 2026, an estimated $20.1K.
  • Rocket Companies made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1457 holding.
  • Merit Financial Group first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.