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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Principal Securities's RKT Position: Q1 2026 in Review

Principal Securities opened a new position in Rocket Companies (RKT) in Q1 2026: 36,634 shares worth $522K. The stake represents 0.01% of the portfolio and ranks #970 among its holdings. This is a return to the name: Principal Securities previously reported a position in RKT as recently as Q3 2025.

Principal Securities first reported a position in RKT in Q4 2023 and has held it in 9 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Principal Securities held 36,634 shares of Rocket Companies worth $522K as of Q1 2026.
  • Rocket Companies was a new Principal Securities position in Q1 2026.
  • Rocket Companies made up 0.01% of Principal Securities's portfolio in Q1 2026, its #970 holding.
  • Principal Securities first reported a position in Rocket Companies in Q4 2023 and has held it in 9 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.