Root Financial Partners
RKT icon

Root Financial Partners’s Rocket Companies RKT Stock Holding History

Root Financial Partners’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
Q3 		$11.9K Buy
+1,031
New +$14.1K ﹤0.01% 1833
2026
Q2 		– Sell
-229
Closed -$3.26K – 2563
2026
Q1 		$3.26K Buy
229
+130
+131% +$2.36K ﹤0.01% 2121
2025
Q4 		$1.92K Buy
99
+36
+57% +$644 ﹤0.01% 1995
2025
Q3 		$1.22K Buy
+63
New +$1.1K ﹤0.01% 2028

Other funds holding RKT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's RKT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Rocket Companies (RKT) in Q3 2026: 1,031 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #1833 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RKT as recently as Q1 2026.

Root Financial Partners first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Root Financial Partners held 1,031 shares of Rocket Companies worth $11.9K as of Q3 2026.
  • Rocket Companies was a new Root Financial Partners position in Q3 2026.
  • Rocket Companies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1833 holding.
  • Root Financial Partners first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.