Newbridge Financial Services Group’s Rocket Companies RKT Stock Holding History

Newbridge Financial Services 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	$37.8K	Buy	2,400 +2,200	+1,100%	+$31.7K	﹤0.01%	556
2026 Q1	$2.85K	Hold	200	–	–	﹤0.01%	991
2025 Q4	$3.87K	Sell	200 -1,750	-90%	-$31.3K	﹤0.01%	936
2025 Q3	$37.8K	Buy	1,950 +1,750	+875%	+$30.5K	0.01%	574
2025 Q2	$2.84K	Buy	+200	New	+$2.6K	﹤0.01%	1105
2024 Q1	–	Sell	-200	Closed	-$2.9K	–	1270
2023 Q4	$2.9K	Hold	200	–	–	﹤0.01%	929
2023 Q3	$1.64K	Hold	200	–	–	﹤0.01%	1107
2023 Q2	$1.79K	Hold	200	–	–	﹤0.01%	1145
2023 Q1	$1.81K	Hold	200	–	–	﹤0.01%	1208
2022 Q4	$1.4K	Hold	200	–	–	﹤0.01%	1269
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	1329
2022 Q2	$1K	Hold	200	–	–	﹤0.01%	1301
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	1318
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	1179
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	1129
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	1176
2021 Q1	$5K	Sell	200 -2,365	-92%	-$52.9K	﹤0.01%	1041
2020 Q4	$52K	Buy	2,565 +1,650	+180%	+$34.8K	0.04%	324
2020 Q3	$18K	Buy	+915	New	+$21.3K	0.02%	535

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Newbridge Financial Services Group's RKT Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Rocket Companies (RKT) stake by 1,100% in Q2 2026, buying an estimated $31.7K and bringing the position to 2,400 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Newbridge Financial Services Group first reported a position in RKT in Q3 2020 and has held it in 19 quarters since. The position peaked at $52K in Q4 2020. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Newbridge Financial Services Group held 2,400 shares of Rocket Companies worth $37.8K as of Q2 2026.
Newbridge Financial Services Group bought 2,200 Rocket Companies shares in Q2 2026, an estimated $31.7K.
Rocket Companies made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #556 holding.
Newbridge Financial Services Group first reported a position in Rocket Companies in Q3 2020 and has held it in 19 quarters since.
Newbridge Financial Services Group's Rocket Companies position peaked at $52K in Q4 2020.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.