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	$41K	Sell	2,600 -300	-10%	-$4.33K	﹤0.01%	3456
2026 Q1	$41.3K	Sell	2,900 -94,600	-97%	-$1.72M	﹤0.01%	3333
2025 Q4	$1.89M	Buy	97,500 +62,900	+182%	+$1.12M	﹤0.01%	1682
2025 Q3	$671K	Hold	34,600	–	–	﹤0.01%	2134
2025 Q2	$491K	Sell	34,600 -127,800	-79%	-$1.66M	﹤0.01%	2295
2025 Q1	$1.96M	Buy	+162,400	New	+$2.1M	﹤0.01%	1518
2023 Q1	–	Sell	-92,400	Closed	-$647K	–	4116
2022 Q4	$647K	Hold	92,400	–	–	﹤0.01%	2453
2022 Q3	$598K	Hold	92,400	–	–	﹤0.01%	2472
2022 Q2	$714K	Buy	92,400 +91,100	+7,008%	+$787K	﹤0.01%	2499
2022 Q1	$15K	Buy	+1,300	New	+$16.1K	﹤0.01%	3959
2021 Q2	–	Sell	-12,500	Closed	-$282K	–	4697
2021 Q1	$282K	Sell	12,500 -155,500	-93%	-$3.48M	﹤0.01%	2954
2020 Q4	$3.33M	Buy	168,000 +107,200	+176%	+$2.26M	﹤0.01%	1585
2020 Q3	$1.32M	Buy	+60,800	New	+$1.42M	﹤0.01%	1843

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.