Triumph Capital Management’s Rocket Companies RKT Stock Holding History

Triumph Capital 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 Q2	$4.72K	Hold	300	–	–	﹤0.01%	1367
2026 Q1	$4.28K	Hold	300	–	–	﹤0.01%	1361
2025 Q4	$5.81K	Buy	+300	New	+$5.36K	﹤0.01%	1217
2022 Q3	–	Sell	-34,630	Closed	-$255K	–	227
2022 Q2	$255K	Buy	34,630 +4,896	+16%	+$42.3K	0.13%	160
2022 Q1	$331K	Buy	+29,734	New	+$368K	0.14%	150

Other funds holding RKT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Triumph Capital Management's RKT Position: Q2 2026 in Review

Triumph Capital Management held its Rocket Companies (RKT) position steady in Q2 2026 at 300 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Triumph Capital Management first reported a position in RKT in Q1 2022 and has held it in 5 quarters since. The position peaked at $331K in Q1 2022. 113 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Triumph Capital Management held 300 shares of Rocket Companies worth $4.72K as of Q2 2026.
Triumph Capital Management left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1367 holding.
Triumph Capital Management first reported a position in Rocket Companies in Q1 2022 and has held it in 5 quarters since.
Triumph Capital Management's Rocket Companies position peaked at $331K in Q1 2022.
113 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.