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
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 		$628 Sell
97,043
-2,337
-2% -$20.3K ﹤0.01% 2446
2022
Q2 		$768 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Bank of Montreal's RKT Position: Q1 2026 in Review

Bank of Montreal reduced its Rocket Companies (RKT) stake by 50% in Q1 2026, selling an estimated $1.86M and leaving 101,611 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Bank of Montreal first reported a position in RKT in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.95M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Bank of Montreal held 101,611 shares of Rocket Companies worth $1.45M as of Q1 2026.
  • Bank of Montreal sold 102,255 Rocket Companies shares in Q1 2026, an estimated $1.86M.
  • Rocket Companies made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1842 holding.
  • Bank of Montreal first reported a position in Rocket Companies in Q3 2020 and has held it in 17 quarters since.
  • Bank of Montreal's Rocket Companies position peaked at $3.95M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.