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NFJ Investment Group’s Rocket Companies RKT Stock Holding History

NFJ Investment 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 		$1.64M Buy
104,202
+177
+0.2% +$2.55K 0.06% 165
2026
Q1 		$1.48M Sell
104,025
-61,077
-37% -$1.11M 0.06% 171
2025
Q4 		$3.2M Buy
+165,102
New +$2.95M 0.12% 126

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NFJ Investment Group's RKT Position: Q2 2026 in Review

NFJ Investment Group increased its Rocket Companies (RKT) stake by 0.17% in Q2 2026, buying an estimated $2.55K and bringing the position to 104,202 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #165.

NFJ Investment Group first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.2M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • NFJ Investment Group held 104,202 shares of Rocket Companies worth $1.64M as of Q2 2026.
  • NFJ Investment Group bought 177 Rocket Companies shares in Q2 2026, an estimated $2.55K.
  • Rocket Companies made up 0.06% of NFJ Investment Group's portfolio in Q2 2026, its #165 holding.
  • NFJ Investment Group first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • NFJ Investment Group's Rocket Companies position peaked at $3.2M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.