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 Q2	$7.09M	Buy	450,035 +79,201	+21%	+$1.14M	0.01%	1212
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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial's RKT Position: Q2 2026 in Review

Stifel Financial increased its Rocket Companies (RKT) stake by 21% in Q2 2026, buying an estimated $1.14M and bringing the position to 450,035 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #1212.

Stifel Financial first reported a position in RKT in Q3 2020 and has held it in 13 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Stifel Financial held 450,035 shares of Rocket Companies worth $7.09M as of Q2 2026.
Stifel Financial bought 79,201 Rocket Companies shares in Q2 2026, an estimated $1.14M.
Rocket Companies made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1212 holding.
Stifel Financial first reported a position in Rocket Companies in Q3 2020 and has held it in 13 quarters since.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.