Y-Intercept (HK)’s Rocket Companies RKT Stock Holding History

Y-Intercept (HK)’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	$2.2M	Buy	+139,407	New	+$2.01M	0.04%	646
2026 Q1	–	Sell	-142,522	Closed	-$2.76M	–	1974
2025 Q4	$2.76M	Buy	142,522 +12,650	+10%	+$226K	0.06%	465
2025 Q3	$2.52M	Buy	129,872 +76,106	+142%	+$1.33M	0.06%	484
2025 Q2	$762K	Buy	+53,766	New	+$698K	0.02%	1063
2023 Q3	–	Sell	-17,851	Closed	-$160K	–	1507
2023 Q2	$160K	Buy	+17,851	New	+$155K	0.02%	974
2021 Q2	–	Sell	-20,395	Closed	-$473K	–	851
2021 Q1	$473K	Buy	+20,395	New	+$456K	0.13%	270

Other funds holding RKT

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

VNIM

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

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK)'s RKT Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Rocket Companies (RKT) in Q2 2026: 139,407 shares worth $2.2M. The stake represents 0.04% of the portfolio and ranks #646 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in RKT as recently as Q4 2025.

Y-Intercept (HK) first reported a position in RKT in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.76M in Q4 2025. 113 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Y-Intercept (HK) held 139,407 shares of Rocket Companies worth $2.2M as of Q2 2026.
Rocket Companies was a new Y-Intercept (HK) position in Q2 2026.
Rocket Companies made up 0.04% of Y-Intercept (HK)'s portfolio in Q2 2026, its #646 holding.
Y-Intercept (HK) first reported a position in Rocket Companies in Q1 2021 and has held it in 6 quarters since.
Y-Intercept (HK)'s Rocket Companies position peaked at $2.76M in Q4 2025.
113 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.