TFC Financial Management
RKT icon

TFC Financial Management’s Rocket Companies RKT Stock Holding History

TFC Financial Management’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
Q3 		$65.2K Buy
5,666
+140
+3% +$1.92K 0.01% 261
2026
Q2 		$87K Buy
5,526
+1,207
+28% +$17.4K 0.01% 234
2026
Q1 		$61.5K Hold
4,319
– – 0.01% 251
2025
Q4 		$83.6K Buy
4,319
+11
+0.3% +$197 0.01% 228
2025
Q3 		$83.5K Buy
4,308
+302
+8% +$5.27K 0.01% 220
2025
Q2 		$56.8K Buy
+4,006
New +$52K 0.01% 248

Other funds holding RKT

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

TFC Financial Management's RKT Position: Q3 2026 in Review

TFC Financial Management increased its Rocket Companies (RKT) stake by 2.5% in Q3 2026, buying an estimated $1.92K and bringing the position to 5,666 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #261.

TFC Financial Management first reported a position in RKT in Q2 2025 and has held it in 6 quarters since. The position peaked at $87K in Q2 2026. 575 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • TFC Financial Management held 5,666 shares of Rocket Companies worth $65.2K as of Q3 2026.
  • TFC Financial Management bought 140 Rocket Companies shares in Q3 2026, an estimated $1.92K.
  • Rocket Companies made up 0.01% of TFC Financial Management's portfolio in Q3 2026, its #261 holding.
  • TFC Financial Management first reported a position in Rocket Companies in Q2 2025 and has held it in 6 quarters since.
  • TFC Financial Management's Rocket Companies position peaked at $87K in Q2 2026.
  • 575 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.