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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

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
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

Valeo Financial Advisors's RKT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Rocket Companies (RKT) stake by 4.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 20,473 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #603.

Valeo Financial Advisors first reported a position in RKT in Q3 2020 and has held it in 7 quarters since. The position peaked at $389K in Q4 2025. 325 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Valeo Financial Advisors held 20,473 shares of Rocket Companies worth $322K as of Q2 2026.
  • Valeo Financial Advisors bought 823 Rocket Companies shares in Q2 2026, an estimated $11.9K.
  • Rocket Companies made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #603 holding.
  • Valeo Financial Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 7 quarters since.
  • Valeo Financial Advisors's Rocket Companies position peaked at $389K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.