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	$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	$598	Hold	92,400	–	–	﹤0.01%	2472
2022 Q2	$714	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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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.