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Prime Capital Investment Advisors’s Rocket Companies RKT Stock Holding History

Prime Capital Investment Advisors’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 		$791K Sell
50,246
-456
-0.9% -$6.57K 0.01% 581
2026
Q1 		$723K Sell
50,702
-3,338
-6% -$60.7K 0.01% 582
2025
Q4 		$1.05M Buy
+54,040
New +$966K 0.01% 487

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Prime Capital Investment Advisors's RKT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Rocket Companies (RKT) stake by 0.9% in Q2 2026, selling an estimated $6.57K and leaving 50,246 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #581.

Prime Capital Investment Advisors first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 492 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Prime Capital Investment Advisors held 50,246 shares of Rocket Companies worth $791K as of Q2 2026.
  • Prime Capital Investment Advisors sold 456 Rocket Companies shares in Q2 2026, an estimated $6.57K.
  • Rocket Companies made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #581 holding.
  • Prime Capital Investment Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Prime Capital Investment Advisors's Rocket Companies position peaked at $1.05M in Q4 2025.
  • 492 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.