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Private Trust Company’s Rocket Companies RKT Stock Holding History

Private Trust Company’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 		$162K Sell
10,262
-311
-3% -$4.48K 0.01% 898
2026
Q1 		$151K Buy
10,573
+801
+8% +$14.6K 0.01% 877
2025
Q4 		$189K Buy
+9,772
New +$175K 0.02% 784

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Trust Company's RKT Position: Q2 2026 in Review

Private Trust Company reduced its Rocket Companies (RKT) stake by 2.9% in Q2 2026, selling an estimated $4.48K and leaving 10,262 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #898.

Private Trust Company first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $189K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Private Trust Company held 10,262 shares of Rocket Companies worth $162K as of Q2 2026.
  • Private Trust Company sold 311 Rocket Companies shares in Q2 2026, an estimated $4.48K.
  • Rocket Companies made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #898 holding.
  • Private Trust Company first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Private Trust Company's Rocket Companies position peaked at $189K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.