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Valley National Advisers’s Rocket Companies RKT Stock Holding History

Valley National Advisers’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 		$77.8K Hold
4,941
– – 0.01% 362
2026
Q1 		$70K Hold
4,941
– – 0.01% 367
2025
Q4 		$95K Hold
4,941
– – 0.01% 317
2025
Q3 		$95K Buy
+4,941
New +$86.2K 0.01% 309

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valley National Advisers's RKT Position: Q2 2026 in Review

Valley National Advisers held its Rocket Companies (RKT) position steady in Q2 2026 at 4,941 shares worth $77.8K. The position accounts for 0.01% of the portfolio, ranked #362.

Valley National Advisers first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $95K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Valley National Advisers held 4,941 shares of Rocket Companies worth $77.8K as of Q2 2026.
  • Valley National Advisers left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #362 holding.
  • Valley National Advisers first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Valley National Advisers's Rocket Companies position peaked at $95K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.