Sendero Wealth Management 13F: New $1.2M Stake in RKT

Sendero Wealth Management established a new position in Rocket Companies, Inc. (NYSE: RKT), purchasing 106,904 shares of the mortgage fintech firm. The stake was valued at approximately $1,230,466 according to a Form 13F filing submitted to the Securities and Exchange Commission on October 14, 2026. Because 13F filings look backward at holdings from the close of a previous period, this report reflects past positioning and may not capture the fund's current trades.

What Changed in Sendero Wealth Management's Rocket Companies Position

Sendero Wealth Management initiated its involvement with Rocket Companies by adding 106,904 shares to its portfolio. The newly opened stake represents a total reported investment of $1,230,466. Because this is a brand-new holding for the wealth manager, there was no prior share count or percentage change to report.

Other Institutional Activity in Rocket Companies

Capital World Investors grew its holdings by 34,666,280 shares, ending with 69,332,560 shares worth about $747,404,978. Blackrock Inc. grew its holdings by 2,477,109 shares, ending with 69,066,062 shares worth about $744,532,129. Price (T.Rowe) Associates Inc grew its holdings by 15,746,150 shares, ending with 55,269,619 shares worth about $595,806,478 with a 39.8% increase. FMR, LLC grew its holdings by 20,382,025 shares, ending with 52,060,648 shares worth about $561,213,771 with a 64.3% increase. Vanguard Capital Management LLC grew its holdings by 1,012,750 shares, ending with 42,689,718 shares worth about $460,195,148 with a 2.4% increase.

Rocket Companies, Inc. Stock Up 1.9%

Rocket Companies recently traded around $10.72 as of October 16, 2026. The stock sits above its 52-week low of $10.18 by about 5.3%, while remaining well below its 52-week high of $24.36. Shares also trade below both the 50-day moving average of $13.01 and the 200-day moving average of $15.26.

Recent Earnings

Rocket Companies posted trailing-twelve-month revenue of $10,243,000,320 alongside a net profit margin of 4.6% and a return on equity of 3.0%. The company's year-over-year revenue growth reached 91.9%. Investors are watching for the company's next earnings report scheduled for November 5, 2026.

Insider Buying and Selling at Rocket Companies, Inc.

Director Matthew Rizik sold 5,000 shares on January 8, 2026, with a total value of $106,374. Matthew Rizik also sold 5,000 shares on January 12, 2026, valued at $114,430. Officer and Director Jesse Kane Bray sold 225,000 shares on September 15, 2026, at an average price of $13.11 for a total of $2,949,750. President Jesse Kane Bray sold 92,300 shares on October 2, 2026, at an average price of $12.39 worth $1,143,597.

Analysts Set New Price Targets

On October 5, 2026, Barclays maintained its Overweight rating with a price target of $15.00, down from $17.00. On October 6, 2026, Wells Fargo maintained its Equal-Weight rating with a price target of $13.00, down from $15.00. On October 12, 2026, Morgan Stanley maintained its Overweight rating with a price target of $16.00, down from $19.00. On October 12, 2026, JP Morgan maintained its Neutral rating with a price target of $12.50, down from $14.00. StoneX maintained a Buy rating on October 14, 2026, with a price target of $16.0, down from $19.0. The stock carries a consensus buy recommendation from 14 analysts, with a mean price target of $16.13.

About Rocket Companies

Rocket Companies, Inc. operates as a fintech platform providing digital mortgage, real estate, and personal finance services across the United States and Canada. Through its Direct to Consumer and Partner Network segments, the company uses technology to streamline home loans and related financial transactions for everyday consumers.

Bottom Line

Sendero Wealth Management's new position highlights growing interest from smaller wealth managers in Rocket Companies. Market participants will look to the upcoming earnings release on November 5, 2026, for updated financial performance metrics. Regulatory filings only reveal historical ownership data from prior quarters. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.