Bank of Montreal
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Bank of Montreal’s Rocket Companies RKT Stock Holding History

Bank of Montreal’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 		$1.54M Sell
98,064
-3,547
-3% -$51.1K ﹤0.01% 1860
2026
Q1 		$1.45M Sell
101,611
-102,255
-50% -$1.86M ﹤0.01% 1842
2025
Q4 		$3.95M Buy
203,866
+103,056
+102% +$1.84M ﹤0.01% 1414
2025
Q3 		$1.95M Buy
100,810
+52,203
+107% +$910K ﹤0.01% 1665
2025
Q2 		$689K Sell
48,607
-123,531
-72% -$1.6M ﹤0.01% 2093
2025
Q1 		$2.08M Buy
+172,138
New +$2.22M ﹤0.01% 1495
2024
Q4 		– Sell
-10,220
Closed -$193K – 3882
2024
Q3 		$193K Buy
+10,220
New +$179K ﹤0.01% 3040
2024
Q1 		– Sell
-14,226
Closed -$214K – 4255
2023
Q4 		$214K Buy
+14,226
New +$136K ﹤0.01% 3095
2023
Q1 		– Sell
-100,352
Closed -$702K – 4115
2022
Q4 		$702K Buy
100,352
+3,309
+3% +$24.2K ﹤0.01% 2399
2022
Q3 		$628K Sell
97,043
-2,337
-2% -$20.3K ﹤0.01% 2446
2022
Q2 		$768K Buy
99,380
+69,629
+234% +$601K ﹤0.01% 2472
2022
Q1 		$339K Sell
29,751
-138,501
-82% -$1.71M ﹤0.01% 3120
2021
Q4 		$2.47M Buy
168,252
+148,792
+765% +$2.37M ﹤0.01% 1497
2021
Q3 		$322K Buy
19,460
+4,882
+33% +$85.3K ﹤0.01% 3098
2021
Q2 		$294K Sell
14,578
-3,230
-18% -$65.4K ﹤0.01% 3062
2021
Q1 		$401K Sell
17,808
-172,877
-91% -$3.87M ﹤0.01% 2773
2020
Q4 		$3.78M Buy
190,685
+104,239
+121% +$2.2M ﹤0.01% 1533
2020
Q3 		$1.88M Buy
+86,446
New +$2.02M ﹤0.01% 1685

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

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

Bank of Montreal reduced its Rocket Companies (RKT) stake by 3.5% in Q2 2026, selling an estimated $51.1K and leaving 98,064 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Bank of Montreal first reported a position in RKT in Q3 2020 and has held it in 18 quarters since. The position peaked at $3.95M in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Bank of Montreal held 98,064 shares of Rocket Companies worth $1.54M as of Q2 2026.
  • Bank of Montreal sold 3,547 Rocket Companies shares in Q2 2026, an estimated $51.1K.
  • Rocket Companies made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1860 holding.
  • Bank of Montreal first reported a position in Rocket Companies in Q3 2020 and has held it in 18 quarters since.
  • Bank of Montreal's Rocket Companies position peaked at $3.95M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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