City State Bank’s Rocket Companies RKT Stock Holding History

City State Bank’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	$182K	Buy	11,550 +10,000	+645%	+$144K	0.04%	223
2026 Q1	$22.1K	Hold	1,550	–	–	0.01%	445
2025 Q4	$30K	Buy	+1,550	New	+$27.7K	0.01%	413
2022 Q2	–	Sell	-200	Closed	-$2K	–	697
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	634
2021 Q4	$3K	Buy	+200	New	+$3.19K	﹤0.01%	597

Other funds holding RKT

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

City State Bank's RKT Position: Q2 2026 in Review

City State Bank increased its Rocket Companies (RKT) stake by 645% in Q2 2026, buying an estimated $144K and bringing the position to 11,550 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #223.

City State Bank first reported a position in RKT in Q4 2021 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

City State Bank held 11,550 shares of Rocket Companies worth $182K as of Q2 2026.
City State Bank bought 10,000 Rocket Companies shares in Q2 2026, an estimated $144K.
Rocket Companies made up 0.04% of City State Bank's portfolio in Q2 2026, its #223 holding.
City State Bank first reported a position in Rocket Companies in Q4 2021 and has held it in 5 quarters since.
245 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.