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RFG Advisory’s Rocket Companies RKT Stock Holding History

RFG Advisory’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 		$302K Buy
19,146
+633
+3% +$9.13K ﹤0.01% 944
2026
Q1 		$264K Sell
18,513
-1,680
-8% -$30.6K ﹤0.01% 927
2025
Q4 		$391K Sell
20,193
-37
-0.2% -$662 0.01% 776
2025
Q3 		$392K Buy
+20,230
New +$353K 0.01% 753

Other funds holding RKT

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

RFG Advisory's RKT Position: Q2 2026 in Review

RFG Advisory increased its Rocket Companies (RKT) stake by 3.4% in Q2 2026, buying an estimated $9.13K and bringing the position to 19,146 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

RFG Advisory first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $392K in Q3 2025. 183 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • RFG Advisory held 19,146 shares of Rocket Companies worth $302K as of Q2 2026.
  • RFG Advisory bought 633 Rocket Companies shares in Q2 2026, an estimated $9.13K.
  • Rocket Companies made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #944 holding.
  • RFG Advisory first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • RFG Advisory's Rocket Companies position peaked at $392K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.