MFG Wealth Management
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MFG Wealth Management’s Rocket Companies RKT Stock Holding History

MFG Wealth Management’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 		$2.9M Buy
251,858
+17,318
+7% +$237K 2.11% 15
2026
Q2 		$3.69M Buy
234,540
+39,449
+20% +$569K 2.64% 5
2026
Q1 		$2.78M Buy
195,091
+6,121
+3% +$111K 2.31% 11
2025
Q4 		$3.66M Buy
188,970
+40,981
+28% +$733K 2.85% 3
2025
Q3 		$2.87M Sell
147,989
-29,773
-17% -$519K 2.17% 15
2025
Q2 		$2.52M Buy
177,762
+48,560
+38% +$630K 2.12% 25
2025
Q1 		$1.56M Buy
129,202
+42,657
+49% +$550K 1.49% 37
2024
Q4 		$974K Buy
+86,545
New +$1.29M 0.89% 49

Other funds holding RKT

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Lincoln Capital Corp
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Blue Jean Financial
Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

MFG Wealth Management's RKT Position: Q3 2026 in Review

MFG Wealth Management increased its Rocket Companies (RKT) stake by 7.4% in Q3 2026, buying an estimated $237K and bringing the position to 251,858 shares worth $2.9M. The position accounts for 2.11% of the portfolio, ranked #15.

MFG Wealth Management first reported a position in RKT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.69M in Q2 2026. 120 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • MFG Wealth Management held 251,858 shares of Rocket Companies worth $2.9M as of Q3 2026.
  • MFG Wealth Management bought 17,318 Rocket Companies shares in Q3 2026, an estimated $237K.
  • Rocket Companies made up 2.11% of MFG Wealth Management's portfolio in Q3 2026, its #15 holding.
  • MFG Wealth Management first reported a position in Rocket Companies in Q4 2024 and has held it in 8 quarters since.
  • MFG Wealth Management's Rocket Companies position peaked at $3.69M in Q2 2026.
  • 120 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.