Savant Capital
RKT icon

Savant Capital’s Rocket Companies RKT Stock Holding History

Savant Capital’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 		$331K Buy
28,742
+17,209
+149% +$236K ﹤0.01% 1850
2026
Q2 		$172K Buy
+11,533
New +$166K ﹤0.01% 1761
2024
Q4 		– Sell
-29,355
Closed -$563K – 1500
2024
Q3 		$563K Buy
29,355
+9,348
+47% +$164K ﹤0.01% 821
2024
Q2 		$274K Buy
20,007
+8,388
+72% +$113K ﹤0.01% 1011
2024
Q1 		$169K Buy
+11,619
New +$144K ﹤0.01% 1053

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

Savant Capital's RKT Position: Q3 2026 in Review

Savant Capital increased its Rocket Companies (RKT) stake by 149% in Q3 2026, buying an estimated $236K and bringing the position to 28,742 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Savant Capital first reported a position in RKT in Q1 2024 and has held it in 5 quarters since. The position peaked at $563K in Q3 2024. 325 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Savant Capital held 28,742 shares of Rocket Companies worth $331K as of Q3 2026.
  • Savant Capital bought 17,209 Rocket Companies shares in Q3 2026, an estimated $236K.
  • Rocket Companies made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1850 holding.
  • Savant Capital first reported a position in Rocket Companies in Q1 2024 and has held it in 5 quarters since.
  • Savant Capital's Rocket Companies position peaked at $563K in Q3 2024.
  • 325 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.