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SBI Securities’s Rocket Companies RKT Stock Holding History

SBI Securities’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 		$205K Sell
13,025
-477
-4% -$6.88K ﹤0.01% 662
2026
Q1 		$192K Sell
13,502
-1,053
-7% -$19.2K 0.01% 632
2025
Q4 		$282K Sell
14,555
-5,774
-28% -$103K 0.01% 526
2025
Q3 		$394K Buy
20,329
+7,403
+57% +$129K 0.01% 443
2025
Q2 		$183K Buy
12,926
+493
+4% +$6.4K 0.01% 617
2025
Q1 		$150K Buy
12,433
+459
+4% +$5.92K 0.01% 610
2024
Q4 		$135K Buy
+11,974
New +$178K ﹤0.01% 661

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SBI Securities's RKT Position: Q2 2026 in Review

SBI Securities reduced its Rocket Companies (RKT) stake by 3.5% in Q2 2026, selling an estimated $6.88K and leaving 13,025 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

SBI Securities first reported a position in RKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $394K in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • SBI Securities held 13,025 shares of Rocket Companies worth $205K as of Q2 2026.
  • SBI Securities sold 477 Rocket Companies shares in Q2 2026, an estimated $6.88K.
  • Rocket Companies made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #662 holding.
  • SBI Securities first reported a position in Rocket Companies in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Rocket Companies position peaked at $394K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.