Raymond James Financial
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Raymond James Financial’s Rocket Companies RKT Stock Holding History

Raymond James Financial’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 		$42.6M Buy
2,703,222
+58,845
+2% +$848K 0.01% 1012
2026
Q1 		$37.7M Buy
2,644,377
+52,468
+2% +$955K 0.01% 1033
2025
Q4 		$50.2M Buy
2,591,909
+909,518
+54% +$16.3M 0.02% 819
2025
Q3 		$32.6M Buy
1,682,391
+1,036,367
+160% +$18.1M 0.01% 1075
2025
Q2 		$9.16M Buy
646,024
+284,049
+78% +$3.69M ﹤0.01% 1941
2025
Q1 		$4.37M Buy
361,975
+53,887
+17% +$695K ﹤0.01% 2426
2024
Q4 		$3.47M Buy
+308,088
New +$4.59M ﹤0.01% 2573

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

Raymond James Financial's RKT Position: Q2 2026 in Review

Raymond James Financial increased its Rocket Companies (RKT) stake by 2.2% in Q2 2026, buying an estimated $848K and bringing the position to 2,703,222 shares worth $42.6M. The position accounts for 0.01% of the portfolio, ranked #1012.

Raymond James Financial first reported a position in RKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.2M in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Raymond James Financial held 2,703,222 shares of Rocket Companies worth $42.6M as of Q2 2026.
  • Raymond James Financial bought 58,845 Rocket Companies shares in Q2 2026, an estimated $848K.
  • Rocket Companies made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1012 holding.
  • Raymond James Financial first reported a position in Rocket Companies in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Rocket Companies position peaked at $50.2M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.