SVB Wealth’s Rocket Companies RKT Stock Holding History

SVB Wealth’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 Q2	–	Sell	-106	Closed	-$1.28K	–	1376
2025 Q1	$1.28K	Buy	+106	New	+$1.37K	﹤0.01%	1317

Other funds holding RKT

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

SVB Wealth's RKT Position: Q2 2025 in Review

SVB Wealth sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 106 shares — an estimated $1.28K sold.

SVB Wealth first reported a position in RKT in Q1 2025 and held it in 1 quarter. The position peaked at $1.28K in Q1 2025. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

SVB Wealth reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 106 Rocket Companies shares in Q2 2025, an estimated $1.28K.
SVB Wealth first reported a position in Rocket Companies in Q1 2025 and held it in 1 quarter.
SVB Wealth's Rocket Companies position peaked at $1.28K in Q1 2025.
374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.