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Okabena Investment Services’s Rocket Companies RKT Stock Holding History

Okabena Investment Services’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 		– Sell
-91,436
Closed -$1.3M – 154
2026
Q1 		$1.3M Buy
91,436
+7,522
+9% +$137K 0.25% 61
2025
Q4 		$1.62M Buy
+83,914
New +$1.5M 0.31% 56

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VW
Veridan Wealth West Linn, Oregon $294M AUM 21.39% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Okabena Investment Services's RKT Position: Q2 2026 in Review

Okabena Investment Services sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 91,436 shares — an estimated $1.3M sold.

Okabena Investment Services first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $1.62M in Q4 2025. 388 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Okabena Investment Services reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Okabena Investment Services sold 91,436 Rocket Companies shares in Q2 2026, an estimated $1.3M.
  • Okabena Investment Services first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
  • Okabena Investment Services's Rocket Companies position peaked at $1.62M in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.