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Sunbelt Securities’s Rocket Companies RKT Stock Holding History

Sunbelt Securities’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 		$91.9K Hold
6,448
– – 0.01% 865
2025
Q4 		$125K Buy
6,448
+33
+0.5% +$590 0.01% 765
2025
Q3 		$124K Buy
+6,415
New +$112K 0.01% 767
2023
Q4 		– Sell
-34
Closed -$278 – 1771
2023
Q3 		$278 Hold
34
– – ﹤0.01% 1681
2023
Q2 		$305 Hold
34
– – ﹤0.01% 1609
2023
Q1 		$299 Buy
+34
New +$293 ﹤0.01% 1574

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

Sunbelt Securities's RKT Position: Q1 2026 in Review

Sunbelt Securities held its Rocket Companies (RKT) position steady in Q1 2026 at 6,448 shares worth $91.9K. The position accounts for 0.01% of the portfolio, ranked #865.

Sunbelt Securities first reported a position in RKT in Q1 2023 and has held it in 6 quarters since. The position peaked at $125K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Sunbelt Securities held 6,448 shares of Rocket Companies worth $91.9K as of Q1 2026.
  • Sunbelt Securities left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #865 holding.
  • Sunbelt Securities first reported a position in Rocket Companies in Q1 2023 and has held it in 6 quarters since.
  • Sunbelt Securities's Rocket Companies position peaked at $125K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.