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Phoenix Financial’s Rocket Lab Corp RKLB Stock Holding History

Phoenix Financial’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$253K Sell
3,950
-805
-17% -$60.7K ﹤0.01% 419
2025
Q4 		$331K Sell
4,755
-845
-15% -$48.4K ﹤0.01% 365
2025
Q3 		$268K Buy
+5,600
New +$254K ﹤0.01% 402
2024
Q2 		– Sell
-15,533
Closed -$63.7K – 426
2024
Q1 		$63.7K Buy
+15,533
New +$71.7K ﹤0.01% 398

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Phoenix Financial's RKLB Position: Q1 2026 in Review

Phoenix Financial reduced its Rocket Lab Corp (RKLB) stake by 17% in Q1 2026, selling an estimated $60.7K and leaving 3,950 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Phoenix Financial first reported a position in RKLB in Q1 2024 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 876 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Phoenix Financial held 3,950 shares of Rocket Lab Corp worth $253K as of Q1 2026.
  • Phoenix Financial sold 805 Rocket Lab Corp shares in Q1 2026, an estimated $60.7K.
  • Rocket Lab Corp made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #419 holding.
  • Phoenix Financial first reported a position in Rocket Lab Corp in Q1 2024 and has held it in 4 quarters since.
  • Phoenix Financial's Rocket Lab Corp position peaked at $331K in Q4 2025.
  • 876 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.