TFA
RKT icon

Toth Financial Advisory’s Rocket Companies RKT Stock Holding History

Toth Financial Advisory’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 		$875 Buy
+76
New +$1.04K ﹤0.01% 979
2021
Q1 		– Sell
-50
Closed -$1K – 709
2020
Q4 		$1K Buy
+50
New +$1.05K ﹤0.01% 580

Other funds holding RKT

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Toth Financial Advisory's RKT Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Rocket Companies (RKT) in Q3 2026: 76 shares worth $875. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in RKT as recently as Q4 2020.

Toth Financial Advisory first reported a position in RKT in Q4 2020 and has held it in 2 quarters since. The position peaked at $1K in Q4 2020. 22 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Toth Financial Advisory held 76 shares of Rocket Companies worth $875 as of Q3 2026.
  • Rocket Companies was a new Toth Financial Advisory position in Q3 2026.
  • Rocket Companies made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #979 holding.
  • Toth Financial Advisory first reported a position in Rocket Companies in Q4 2020 and has held it in 2 quarters since.
  • Toth Financial Advisory's Rocket Companies position peaked at $1K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.