Stephens Inc’s Rocket Companies RKT Stock Holding History

Stephens Inc’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
2025 Q4	–	Sell	-11,350	Closed	-$220K	–	1371
2025 Q3	$220K	Buy	+11,350	New	+$198K	﹤0.01%	1177

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stephens Inc's RKT Position: Q4 2025 in Review

Stephens Inc sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 11,350 shares — an estimated $220K sold.

Stephens Inc first reported a position in RKT in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

Stephens Inc reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
Stephens Inc sold 11,350 Rocket Companies shares in Q4 2025, an estimated $220K.
Stephens Inc first reported a position in Rocket Companies in Q3 2025 and held it in 1 quarter.
Stephens Inc's Rocket Companies position peaked at $220K in Q3 2025.
786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.