Stifel Financial
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Stifel Financial’s Rocket Companies RKT Stock Holding History

Stifel Financial’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
Q1 		$5.28M Buy
370,834
+49,268
+15% +$896K ﹤0.01% 1315
2025
Q4 		$6.23M Buy
321,566
+194,416
+153% +$3.48M 0.01% 1206
2025
Q3 		$2.46M Buy
127,150
+58,385
+85% +$1.02M ﹤0.01% 1768
2025
Q2 		$975K Buy
+68,765
New +$892K ﹤0.01% 2347
2022
Q3 		– Sell
-10,735
Closed -$79K – 3367
2022
Q2 		$79K Buy
10,735
+554
+5% +$4.79K ﹤0.01% 3185
2022
Q1 		$113K Sell
10,181
-6,009
-37% -$74.3K ﹤0.01% 3246
2021
Q4 		$227K Buy
16,190
+397
+3% +$6.32K ﹤0.01% 3082
2021
Q3 		$253K Sell
15,793
-3,100
-16% -$54.2K ﹤0.01% 3008
2021
Q2 		$366K Buy
18,893
+8,888
+89% +$180K ﹤0.01% 2765
2021
Q1 		$231K Sell
10,005
-14,152
-59% -$316K ﹤0.01% 2938
2020
Q4 		$488K Buy
24,157
+3,426
+17% +$72.3K ﹤0.01% 2326
2020
Q3 		$413K Buy
+20,731
New +$483K ﹤0.01% 2210

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Stifel Financial's RKT Position: Q1 2026 in Review

Stifel Financial increased its Rocket Companies (RKT) stake by 15% in Q1 2026, buying an estimated $896K and bringing the position to 370,834 shares worth $5.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Stifel Financial first reported a position in RKT in Q3 2020 and has held it in 12 quarters since. The position peaked at $6.23M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Stifel Financial held 370,834 shares of Rocket Companies worth $5.28M as of Q1 2026.
  • Stifel Financial bought 49,268 Rocket Companies shares in Q1 2026, an estimated $896K.
  • Rocket Companies made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1315 holding.
  • Stifel Financial first reported a position in Rocket Companies in Q3 2020 and has held it in 12 quarters since.
  • Stifel Financial's Rocket Companies position peaked at $6.23M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.