VFA
RKT icon

Valeo Financial Advisors’s Rocket Companies RKT Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-700
Closed -$14K – 1818
2020
Q3 		$14K Buy
+700
New +$16.3K ﹤0.01% 1009

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

Valeo Financial Advisors's RKT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Rocket Companies (RKT) stake by 2.5% in Q3 2026, buying an estimated $7.01K and bringing the position to 20,985 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #706.

Valeo Financial Advisors first reported a position in RKT in Q3 2020 and has held it in 8 quarters since. The position peaked at $389K in Q4 2025. 23 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Valeo Financial Advisors held 20,985 shares of Rocket Companies worth $242K as of Q3 2026.
  • Valeo Financial Advisors bought 512 Rocket Companies shares in Q3 2026, an estimated $7.01K.
  • Rocket Companies made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #706 holding.
  • Valeo Financial Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 8 quarters since.
  • Valeo Financial Advisors's Rocket Companies position peaked at $389K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

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