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Sovereign Financial Group’s Rocket Lab Corp RKLB Stock Holding History

Sovereign Financial Group’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$315K Sell
3,095
-225
-7% -$22.4K 0.05% 290
2026
Q1 		$213K Buy
3,320
+125
+4% +$9.43K 0.04% 330
2025
Q4 		$223K Buy
+3,195
New +$183K 0.04% 311

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sovereign Financial Group's RKLB Position: Q2 2026 in Review

Sovereign Financial Group reduced its Rocket Lab Corp (RKLB) stake by 6.8% in Q2 2026, selling an estimated $22.4K and leaving 3,095 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #290.

Sovereign Financial Group first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Sovereign Financial Group held 3,095 shares of Rocket Lab Corp worth $315K as of Q2 2026.
  • Sovereign Financial Group sold 225 Rocket Lab Corp shares in Q2 2026, an estimated $22.4K.
  • Rocket Lab Corp made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #290 holding.
  • Sovereign Financial Group first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.