CIBC Private Wealth Group
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CIBC Private Wealth Group’s Rocket Companies RKT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$1.65M Buy
85,403
+28,392
+50% +$508K ﹤0.01% 621
2025
Q3 		$1.1M Buy
57,011
+7,639
+15% +$133K ﹤0.01% 679
2025
Q2 		$700K Buy
49,372
+4,680
+10% +$60.7K ﹤0.01% 749
2025
Q1 		$589K Hold
44,692
– – ﹤0.01% 760
2024
Q4 		$467K Sell
44,692
-300
-0.7% -$4.46K ﹤0.01% 887
2024
Q3 		$863K Sell
44,992
-1,500
-3% -$26.3K ﹤0.01% 721
2024
Q2 		$617K Buy
46,492
+1,800
+4% +$24.3K ﹤0.01% 768
2024
Q1 		$619K Sell
44,692
-550
-1% -$6.83K ﹤0.01% 773
2023
Q4 		$655K Hold
45,242
– – ﹤0.01% 737
2023
Q3 		$370K Buy
45,242
+449
+1% +$4.54K ﹤0.01% 831
2023
Q2 		$401K Hold
44,793
– – ﹤0.01% 732
2023
Q1 		$406K Buy
44,793
+693
+2% +$5.98K ﹤0.01% 741
2022
Q4 		$309 Hold
44,100
– – ﹤0.01% 812
2022
Q3 		$279K Hold
44,100
– – ﹤0.01% 802
2022
Q2 		$325K Hold
44,100
– – ﹤0.01% 783
2022
Q1 		$490K Hold
44,100
– – ﹤0.01% 752
2021
Q4 		$618K Buy
+44,100
New +$702K ﹤0.01% 725
2021
Q3 		– Sell
-44,100
Closed -$853K – 1010
2021
Q2 		$853K Buy
44,100
+22,150
+101% +$448K ﹤0.01% 697
2021
Q1 		$507K Buy
+21,950
New +$491K ﹤0.01% 802

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group's RKT Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Rocket Companies (RKT) stake by 50% in Q4 2025, buying an estimated $508K and bringing the position to 85,403 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #621.

CIBC Private Wealth Group first reported a position in RKT in Q1 2021 and has held it in 19 quarters since. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • CIBC Private Wealth Group held 85,403 shares of Rocket Companies worth $1.65M as of Q4 2025.
  • CIBC Private Wealth Group bought 28,392 Rocket Companies shares in Q4 2025, an estimated $508K.
  • Rocket Companies made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #621 holding.
  • CIBC Private Wealth Group first reported a position in Rocket Companies in Q1 2021 and has held it in 19 quarters since.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.