Principal Financial Group
RKT icon

Principal Financial Group’s Rocket Companies RKT Stock Holding History

Principal Financial Group’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 		$165K Sell
10,465
-286,634
-96% -$4.13M ﹤0.01% 2094
2026
Q1 		$4.23M Sell
297,099
-128,340
-30% -$2.33M ﹤0.01% 1672
2025
Q4 		$8.24M Sell
425,439
-133,147
-24% -$2.38M ﹤0.01% 1418
2025
Q3 		$10.8M Sell
558,586
-627,982
-53% -$11M 0.01% 1245
2025
Q2 		$16.8M Buy
+1,186,568
New +$15.4M 0.01% 942
2024
Q3 		– Sell
-10,292
Closed -$141K – 2378
2024
Q2 		$141K Sell
10,292
-32
-0.3% -$432 ﹤0.01% 2187
2024
Q1 		$150K Buy
+10,324
New +$128K ﹤0.01% 2219
2023
Q4 		– Sell
-19,363
Closed -$158K – 2450
2023
Q3 		$158K Buy
19,363
+1,033
+6% +$10.4K ﹤0.01% 2202
2023
Q2 		$164K Buy
18,330
+86
+0.5% +$748 ﹤0.01% 2214
2023
Q1 		$165K Sell
18,244
-17
-0.1% -$147 ﹤0.01% 2216
2022
Q4 		$128K Sell
18,261
-114
-0.6% -$832 ﹤0.01% 2264
2022
Q3 		$116K Sell
18,375
-914
-5% -$7.94K ﹤0.01% 2308
2022
Q2 		$142K Buy
19,289
+5,537
+40% +$47.8K ﹤0.01% 2346
2022
Q1 		$153K Sell
13,752
-1,332
-9% -$16.5K ﹤0.01% 2379
2021
Q4 		$211K Buy
15,084
+556
+4% +$8.85K ﹤0.01% 2349
2021
Q3 		$233K Sell
14,528
-206
-1% -$3.6K ﹤0.01% 2388
2021
Q2 		$285K Buy
+14,734
New +$298K ﹤0.01% 2378

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Financial Group's RKT Position: Q2 2026 in Review

Principal Financial Group reduced its Rocket Companies (RKT) stake by 96% in Q2 2026, selling an estimated $4.13M and leaving 10,465 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Principal Financial Group first reported a position in RKT in Q2 2021 and has held it in 17 quarters since. The position peaked at $16.8M in Q2 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Principal Financial Group held 10,465 shares of Rocket Companies worth $165K as of Q2 2026.
  • Principal Financial Group sold 286,634 Rocket Companies shares in Q2 2026, an estimated $4.13M.
  • Rocket Companies made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2094 holding.
  • Principal Financial Group first reported a position in Rocket Companies in Q2 2021 and has held it in 17 quarters since.
  • Principal Financial Group's Rocket Companies position peaked at $16.8M in Q2 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.