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Pine Valley Investments’s Rocket Companies RKT Stock Holding History

Pine Valley Investments’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 		– Hold
0
– – – 555
2026
Q1 		– Hold
0
– – – 512
2025
Q4 		– Hold
0
– – – 319
2025
Q3 		– Hold
0
– – – 393

Other funds holding RKT

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Pine Valley Investments's RKT Position: Q2 2026 in Review

Pine Valley Investments reduced its Rocket Companies (RKT) stake by 0.01% in Q2 2026, selling an estimated $14 and leaving 12,700 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #574.

Pine Valley Investments first reported a position in RKT in Q1 2023 and has held it in 9 quarters since. The position peaked at $412K in Q4 2025. 181 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Pine Valley Investments held 12,700 shares of Rocket Companies worth $200K as of Q2 2026.
  • Pine Valley Investments sold 1 Rocket Companies share in Q2 2026, an estimated $14.
  • Rocket Companies made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #574 holding.
  • Pine Valley Investments first reported a position in Rocket Companies in Q1 2023 and has held it in 9 quarters since.
  • Pine Valley Investments's Rocket Companies position peaked at $412K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.