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Sivia Capital Partners’s Rocket Companies RKT Stock Holding History

Sivia Capital 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
Q2 		$577K Hold
36,663
– – 0.07% 309
2026
Q1 		$522K Buy
36,663
+1,965
+6% +$35.7K 0.1% 251
2025
Q4 		$672K Buy
+34,698
New +$620K 0.14% 190

Other funds holding RKT

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
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
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 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

Sivia Capital Partners's RKT Position: Q2 2026 in Review

Sivia Capital Partners held its Rocket Companies (RKT) position steady in Q2 2026 at 36,663 shares worth $577K. The position accounts for 0.07% of the portfolio, ranked #309.

Sivia Capital Partners first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $672K in Q4 2025. 138 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Sivia Capital Partners held 36,663 shares of Rocket Companies worth $577K as of Q2 2026.
  • Sivia Capital Partners left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.07% of Sivia Capital Partners's portfolio in Q2 2026, its #309 holding.
  • Sivia Capital Partners first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Sivia Capital Partners's Rocket Companies position peaked at $672K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.