Oppenheimer & Co
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Oppenheimer & Co’s Rocket Companies RKT Stock Holding History

Oppenheimer & Co’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
Q3 		$128K Buy
11,113
+861
+8% +$11.8K ﹤0.01% 1687
2026
Q2 		$161K Sell
10,252
-5,901
-37% -$85.1K ﹤0.01% 1683
2026
Q1 		$230K Buy
16,153
+5,342
+49% +$97.2K ﹤0.01% 1506
2025
Q4 		$209K Sell
10,811
-52,854
-83% -$945K ﹤0.01% 1418
2025
Q3 		$1.23M Buy
+63,665
New +$1.11M 0.02% 795
2022
Q3 		– Sell
-69,490
Closed -$511K – 1449
2022
Q2 		$511K Buy
69,490
+7,390
+12% +$63.8K 0.01% 912
2022
Q1 		$690K Buy
62,100
+49,318
+386% +$610K 0.01% 885
2021
Q4 		$179K Sell
12,782
-21,282
-62% -$339K ﹤0.01% 1407
2021
Q3 		$546K Sell
34,064
-4,681
-12% -$81.8K 0.01% 984
2021
Q2 		$750K Buy
38,745
+1,739
+5% +$35.2K 0.01% 860
2021
Q1 		$854K Buy
37,006
+755
+2% +$16.9K 0.02% 758
2020
Q4 		$732K Buy
36,251
+4,453
+14% +$94K 0.02% 750
2020
Q3 		$633K Buy
+31,798
New +$742K 0.02% 731

Other funds holding RKT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Oppenheimer & Co's RKT Position: Q3 2026 in Review

Oppenheimer & Co increased its Rocket Companies (RKT) stake by 8.4% in Q3 2026, buying an estimated $11.8K and bringing the position to 11,113 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Oppenheimer & Co first reported a position in RKT in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.23M in Q3 2025. 357 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Oppenheimer & Co held 11,113 shares of Rocket Companies worth $128K as of Q3 2026.
  • Oppenheimer & Co bought 861 Rocket Companies shares in Q3 2026, an estimated $11.8K.
  • Rocket Companies made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1687 holding.
  • Oppenheimer & Co first reported a position in Rocket Companies in Q3 2020 and has held it in 13 quarters since.
  • Oppenheimer & Co's Rocket Companies position peaked at $1.23M in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.