Oxford Financial Group’s Rocket Companies RKT Stock Holding History

Oxford Financial 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	$284K	Hold	18,000	–	–	0.01%	210
2026 Q1	$257K	Buy	+18,000	New	+$327K	0.01%	227

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

Oxford Financial Group's RKT Position: Q2 2026 in Review

Oxford Financial Group held its Rocket Companies (RKT) position steady in Q2 2026 at 18,000 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #210.

Oxford Financial Group first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Oxford Financial Group held 18,000 shares of Rocket Companies worth $284K as of Q2 2026.
Oxford Financial Group left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #210 holding.
Oxford Financial Group first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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