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Royal Fund Management’s Rocket Companies RKT Stock Holding History

Royal Fund Management’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 		$4.15M Sell
263,600
-9,040
-3% -$130K 0.35% 99
2026
Q1 		$3.89M Sell
272,640
-10,200
-4% -$186K 0.37% 95
2025
Q4 		$5.48M Buy
282,840
+19,840
+8% +$355K 0.5% 68
2025
Q3 		$5.1M Buy
+263,000
New +$4.59M 0.61% 52

Other funds holding RKT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Royal Fund Management's RKT Position: Q2 2026 in Review

Royal Fund Management reduced its Rocket Companies (RKT) stake by 3.3% in Q2 2026, selling an estimated $130K and leaving 263,600 shares worth $4.15M. The position accounts for 0.35% of the portfolio, ranked #99.

Royal Fund Management first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.48M in Q4 2025. 89 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Royal Fund Management held 263,600 shares of Rocket Companies worth $4.15M as of Q2 2026.
  • Royal Fund Management sold 9,040 Rocket Companies shares in Q2 2026, an estimated $130K.
  • Rocket Companies made up 0.35% of Royal Fund Management's portfolio in Q2 2026, its #99 holding.
  • Royal Fund Management first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Royal Fund Management's Rocket Companies position peaked at $5.48M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.