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Patriot Financial Group Insurance Agency’s Rocket Companies RKT Stock Holding History

Patriot Financial Group Insurance Agency’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
-56,180
Closed -$801K – 658
2026
Q1 		$801K Buy
56,180
+34,768
+162% +$633K 0.05% 335
2025
Q4 		$415K Buy
+21,412
New +$383K 0.05% 322
2025
Q3 		– Sell
-24,032
Closed -$341K – 570
2025
Q2 		$341K Buy
+24,032
New +$312K 0.04% 380
2025
Q1 		– Sell
-21,513
Closed -$242K – 525
2024
Q4 		$242K Buy
21,513
+7,635
+55% +$114K 0.03% 413
2024
Q3 		$266K Sell
13,878
-7,077
-34% -$124K 0.04% 412
2024
Q2 		$287K Buy
20,955
+10,515
+101% +$142K 0.04% 384
2024
Q1 		$152K Buy
+10,440
New +$130K 0.02% 458
2023
Q2 		– Sell
-10,578
Closed -$95.8K – 484
2023
Q1 		$95.8K Sell
10,578
-904
-8% -$7.8K 0.02% 440
2022
Q4 		$80.4K Sell
11,482
-1,777
-13% -$13K 0.01% 412
2022
Q3 		$84K Buy
13,259
+416
+3% +$3.62K 0.02% 384
2022
Q2 		$95K Buy
12,843
+245
+2% +$2.12K 0.02% 562
2022
Q1 		$140K Sell
12,598
-7,319
-37% -$90.5K 0.02% 488
2021
Q4 		$279K Buy
19,917
+16,277
+447% +$259K 0.05% 374
2021
Q3 		$58K Buy
3,640
+1,920
+112% +$33.6K 0.01% 824
2021
Q2 		$33K Buy
1,720
+1,662
+2,866% +$33.6K 0.01% 989
2021
Q1 		$1K Sell
58
-221
-79% -$4.94K ﹤0.01% 1918
2020
Q4 		$6K Sell
279
-65
-19% -$1.37K ﹤0.01% 1387
2020
Q3 		$7K Buy
+344
New +$8.02K ﹤0.01% 1147

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RKT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 56,180 shares — an estimated $801K sold.

Patriot Financial Group Insurance Agency first reported a position in RKT in Q3 2020 and held it in 18 quarters. The position peaked at $801K in Q1 2026. 354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 56,180 Rocket Companies shares in Q2 2026, an estimated $801K.
  • Patriot Financial Group Insurance Agency first reported a position in Rocket Companies in Q3 2020 and held it in 18 quarters.
  • Patriot Financial Group Insurance Agency's Rocket Companies position peaked at $801K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.