James T. Borello RIA’s Rocket Companies RKT Stock Holding History

James T. Borello RIA’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 Q3	$207	Sell	18 -138	-88%	-$1.89K	﹤0.01%	1122
2026 Q2	$2.46K	Sell	156 -200	-56%	-$2.88K	﹤0.01%	919
2026 Q1	$5.07K	Sell	356 -28	-7%	-$509	﹤0.01%	746
2025 Q4	$7.43K	Buy	+384	New	+$6.87K	﹤0.01%	491

Other funds holding RKT

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CRB

Chad R. Baker $612M AUM 33.64% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

James T. Borello RIA's RKT Position: Q3 2026 in Review

James T. Borello RIA reduced its Rocket Companies (RKT) stake by 88% in Q3 2026, selling an estimated $1.89K and leaving 18 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

James T. Borello RIA first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.43K in Q4 2025. 124 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

James T. Borello RIA held 18 shares of Rocket Companies worth $207 as of Q3 2026.
James T. Borello RIA sold 138 Rocket Companies shares in Q3 2026, an estimated $1.89K.
Rocket Companies made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1122 holding.
James T. Borello RIA first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
James T. Borello RIA's Rocket Companies position peaked at $7.43K in Q4 2025.
124 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.