Bank of Montreal
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Bank of Montreal’s Rocket Lab Corp RKLB Stock Holding History

Bank of Montreal’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.5M Sell
300,000
-40,200
-12% -$4.01M 0.01% 759
2026
Q1 		$21.8M Sell
340,200
-208,500
-38% -$15.7M 0.01% 812
2025
Q4 		$38.3M Buy
548,700
+507,600
+1,235% +$29.1M 0.01% 650
2025
Q3 		$1.97M Buy
+41,100
New +$1.86M ﹤0.01% 1657
2025
Q1 		– Sell
-35,400
Closed -$902K – 3700
2024
Q4 		$902K Hold
35,400
– – ﹤0.01% 1926
2024
Q3 		$346K Hold
35,400
– – ﹤0.01% 2669
2024
Q2 		$170K Hold
35,400
– – ﹤0.01% 3058
2024
Q1 		$147K Buy
+35,400
New +$163K ﹤0.01% 3174

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's RKLB Position: Q2 2026 in Review

Bank of Montreal increased its Rocket Lab Corp (RKLB) stake by 13% in Q2 2026, buying an estimated $8.59M and bringing the position to 728,302 shares worth $74M. The position accounts for 0.02% of the portfolio, ranked #474.

Bank of Montreal first reported a position in RKLB in Q3 2022 and has held it in 16 quarters since. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Bank of Montreal held 728,302 shares of Rocket Lab Corp worth $74M as of Q2 2026.
  • Bank of Montreal bought 86,168 Rocket Lab Corp shares in Q2 2026, an estimated $8.59M.
  • Rocket Lab Corp made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #474 holding.
  • Bank of Montreal first reported a position in Rocket Lab Corp in Q3 2022 and has held it in 16 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.