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
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

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

Raymond James Financial's RKT Position: Q1 2026 in Review

Raymond James Financial increased its Rocket Companies (RKT) stake by 2% in Q1 2026, buying an estimated $955K and bringing the position to 2,644,377 shares worth $37.7M. The position accounts for 0.01% of the portfolio, ranked #1033.

Raymond James Financial first reported a position in RKT in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.2M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Raymond James Financial held 2,644,377 shares of Rocket Companies worth $37.7M as of Q1 2026.
  • Raymond James Financial bought 52,468 Rocket Companies shares in Q1 2026, an estimated $955K.
  • Rocket Companies made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1033 holding.
  • Raymond James Financial first reported a position in Rocket Companies in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Rocket Companies position peaked at $50.2M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.