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 Q3	–	Sell	-139,407	Closed	-$2.2M	–	2019
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

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

Y-Intercept (HK)'s RKT Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Rocket Companies (RKT) in Q3 2026, closing a stake of 139,407 shares — an estimated $2.2M sold.

Y-Intercept (HK) first reported a position in RKT in Q1 2021 and held it in 6 quarters. The position peaked at $2.76M in Q4 2025. 124 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Y-Intercept (HK) reported no remaining Rocket Companies position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 139,407 Rocket Companies shares in Q3 2026, an estimated $2.2M.
Y-Intercept (HK) first reported a position in Rocket Companies in Q1 2021 and held it in 6 quarters.
Y-Intercept (HK)'s Rocket Companies position peaked at $2.76M in Q4 2025.
124 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.