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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
Q1 		– Sell
-7,700
Closed -$149K – 714
2025
Q4 		$149K Buy
+7,700
New +$138K 0.02% 490

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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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

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. 432 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.
  • 432 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.