OCO Capital Partners’s Rocket Companies RKT Stock Holding History

OCO Capital Partners’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	$90.6M	Buy	5,750,000 +1,750,000	+44%	+$25.2M	15.92%	2
2026 Q1	$57M	Buy	4,000,000 +450,000	+13%	+$8.19M	13.97%	3
2025 Q4	$68.7M	Buy	+3,550,000	New	+$63.5M	13.23%	3

Other funds holding RKT

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

OCO Capital Partners's RKT Position: Q2 2026 in Review

OCO Capital Partners increased its Rocket Companies (RKT) stake by 44% in Q2 2026, buying an estimated $25.2M and bringing the position to 5,750,000 shares worth $90.6M. The position accounts for 15.92% of the portfolio, ranked #2.

OCO Capital Partners first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

OCO Capital Partners held 5,750,000 shares of Rocket Companies worth $90.6M as of Q2 2026.
OCO Capital Partners bought 1,750,000 Rocket Companies shares in Q2 2026, an estimated $25.2M.
Rocket Companies made up 15.92% of OCO Capital Partners's portfolio in Q2 2026, its #2 holding.
OCO Capital Partners first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
181 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on OCO Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.