Truist Financial
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Truist Financial’s Rocket Companies RKT Stock Holding History

Truist Financial’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 		$1.85M Sell
117,682
-9,110
-7% -$131K ﹤0.01% 1434
2026
Q1 		$1.81M Buy
126,792
+15,527
+14% +$282K ﹤0.01% 1391
2025
Q4 		$2.15M Buy
111,265
+82,873
+292% +$1.48M ﹤0.01% 1253
2025
Q3 		$550K Buy
28,392
+12,586
+80% +$219K ﹤0.01% 1974
2025
Q2 		$224K Buy
15,806
+5,697
+56% +$73.9K ﹤0.01% 2369
2025
Q1 		$122K Sell
10,109
-13,264
-57% -$171K ﹤0.01% 2433
2024
Q4 		$263K Buy
23,373
+2,621
+13% +$39K ﹤0.01% 2224
2024
Q3 		$398K Buy
20,752
+4,499
+28% +$78.9K ﹤0.01% 1983
2024
Q2 		$223K Sell
16,253
-318
-2% -$4.3K ﹤0.01% 2445
2024
Q1 		$241K Buy
16,571
+1,915
+13% +$23.8K ﹤0.01% 2402
2023
Q4 		$212K Sell
14,656
-4,876
-25% -$46.7K ﹤0.01% 2475
2023
Q3 		$160K Buy
19,532
+1,995
+11% +$20.2K ﹤0.01% 2477
2023
Q2 		$157K Sell
17,537
-425
-2% -$3.7K ﹤0.01% 2474
2023
Q1 		$163K Buy
17,962
+1,675
+10% +$14.4K ﹤0.01% 2459
2022
Q4 		$114K Buy
16,287
+1,333
+9% +$9.73K ﹤0.01% 2472
2022
Q3 		$94K Sell
14,954
-521
-3% -$4.53K ﹤0.01% 2425
2022
Q2 		$114K Sell
15,475
-17,933
-54% -$155K ﹤0.01% 2536
2022
Q1 		$371K Sell
33,408
-818
-2% -$10.1K ﹤0.01% 2177
2021
Q4 		$479K Sell
34,226
-1,406
-4% -$22.4K ﹤0.01% 2041
2021
Q3 		$572K Sell
35,632
-15,050
-30% -$263K ﹤0.01% 1923
2021
Q2 		$981K Buy
50,682
+17,566
+53% +$356K ﹤0.01% 1664
2021
Q1 		$765K Sell
33,116
-4,818
-13% -$108K ﹤0.01% 1737
2020
Q4 		$767K Buy
37,934
+10,077
+36% +$213K ﹤0.01% 1639
2020
Q3 		$555K Buy
+27,857
New +$650K ﹤0.01% 1672

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial's RKT Position: Q2 2026 in Review

Truist Financial reduced its Rocket Companies (RKT) stake by 7.2% in Q2 2026, selling an estimated $131K and leaving 117,682 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Truist Financial first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.15M in Q4 2025. 354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Truist Financial held 117,682 shares of Rocket Companies worth $1.85M as of Q2 2026.
  • Truist Financial sold 9,110 Rocket Companies shares in Q2 2026, an estimated $131K.
  • Rocket Companies made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1434 holding.
  • Truist Financial first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • Truist Financial's Rocket Companies position peaked at $2.15M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.