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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management's RKT Position: Q2 2026 in Review

MFG Wealth Management increased its Rocket Companies (RKT) stake by 20% in Q2 2026, buying an estimated $569K and bringing the position to 234,540 shares worth $3.69M. The position accounts for 2.64% of the portfolio, ranked #5.

MFG Wealth Management first reported a position in RKT in Q4 2024 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • MFG Wealth Management held 234,540 shares of Rocket Companies worth $3.69M as of Q2 2026.
  • MFG Wealth Management bought 39,449 Rocket Companies shares in Q2 2026, an estimated $569K.
  • Rocket Companies made up 2.64% of MFG Wealth Management's portfolio in Q2 2026, its #5 holding.
  • MFG Wealth Management first reported a position in Rocket Companies in Q4 2024 and has held it in 7 quarters since.
  • 92 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.