PS
RKT icon

Principal Securities’s Rocket Companies RKT Stock Holding History

Principal Securities’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 		$648K Buy
41,137
+4,503
+12% +$64.9K 0.01% 967
2026
Q1 		$522K Buy
+36,634
New +$666K 0.01% 970
2025
Q4 		– Sell
-403
Closed -$7.81K – 3060
2025
Q3 		$7.81K Buy
403
+281
+230% +$4.9K ﹤0.01% 2810
2025
Q2 		$1.73K Sell
122
-2,651
-96% -$34.4K ﹤0.01% 3192
2025
Q1 		$31.2K Hold
2,773
– – ﹤0.01% 1970
2024
Q4 		$31.2K Buy
2,773
+517
+23% +$7.7K ﹤0.01% 1967
2024
Q3 		$43.3K Buy
2,256
+1,220
+118% +$21.4K ﹤0.01% 1757
2024
Q2 		$14.2K Sell
1,036
-6
-0.6% -$81 ﹤0.01% 2237
2024
Q1 		$15.2K Sell
1,042
-742
-42% -$9.21K ﹤0.01% 2145
2023
Q4 		$25.8K Buy
+1,784
New +$17.1K ﹤0.01% 1794

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 Securities's RKT Position: Q2 2026 in Review

Principal Securities increased its Rocket Companies (RKT) stake by 12% in Q2 2026, buying an estimated $64.9K and bringing the position to 41,137 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #967.

Principal Securities first reported a position in RKT in Q4 2023 and has held it in 10 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Principal Securities held 41,137 shares of Rocket Companies worth $648K as of Q2 2026.
  • Principal Securities bought 4,503 Rocket Companies shares in Q2 2026, an estimated $64.9K.
  • Rocket Companies made up 0.01% of Principal Securities's portfolio in Q2 2026, its #967 holding.
  • Principal Securities first reported a position in Rocket Companies in Q4 2023 and has held it in 10 quarters since.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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