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Atlantic Union Bankshares’s Rocket Companies RKT Stock Holding History

Atlantic Union Bankshares’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 		$10.6K Hold
674
– – ﹤0.01% 1320
2026
Q1 		$9.61K Sell
674
-68
-9% -$1.24K ﹤0.01% 1319
2025
Q4 		$14.4K Buy
742
+51
+7% +$912 ﹤0.01% 1193
2025
Q3 		$13.4K Buy
691
+688
+22,933% +$12K ﹤0.01% 1222
2025
Q2 		$43 Buy
+3
New +$39 ﹤0.01% 1210

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

Atlantic Union Bankshares's RKT Position: Q2 2026 in Review

Atlantic Union Bankshares held its Rocket Companies (RKT) position steady in Q2 2026 at 674 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Atlantic Union Bankshares first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.4K in Q4 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Atlantic Union Bankshares held 674 shares of Rocket Companies worth $10.6K as of Q2 2026.
  • Atlantic Union Bankshares left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1320 holding.
  • Atlantic Union Bankshares first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's Rocket Companies position peaked at $14.4K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.