USA FINANCIAL FORMULAS’s Rocket Companies RKT Stock Holding History

USA FINANCIAL FORMULAS’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	$16	Buy	+1	New	+$14	﹤0.01%	412

Other funds holding RKT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VNIM

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

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

USA FINANCIAL FORMULAS's RKT Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Rocket Companies (RKT) in Q2 2026: 1 share worth $16. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

280 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

USA FINANCIAL FORMULAS held 1 share of Rocket Companies worth $16 as of Q2 2026.
Rocket Companies was a new USA FINANCIAL FORMULAS position in Q2 2026.
Rocket Companies made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #412 holding.
280 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.