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Sandy Spring Bank’s Rocket Companies RKT Stock Holding History

Sandy Spring 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
2025
Q1 		$37 Hold
3
– – ﹤0.01% 1201
2024
Q4 		$34 Hold
3
– – ﹤0.01% 1194
2024
Q3 		$58 Hold
3
– – ﹤0.01% 1180
2024
Q2 		$42 Buy
+3
New +$41 ﹤0.01% 1259
2021
Q1 		– Sell
-100
Closed -$2K – 1029
2020
Q4 		$2K Buy
+100
New +$2.11K ﹤0.01% 893

Other funds holding RKT

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Sandy Spring Bank's RKT Position: Q1 2025 in Review

Sandy Spring Bank held its Rocket Companies (RKT) position steady in Q1 2025 at 3 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Sandy Spring Bank first reported a position in RKT in Q4 2020 and has held it in 5 quarters since. The position peaked at $2K in Q4 2020. 308 funds tracked by Wall St. Rank hold RKT as of Q1 2025.

  • Sandy Spring Bank held 3 shares of Rocket Companies worth $37 as of Q1 2025.
  • Sandy Spring Bank left its Rocket Companies share count unchanged in Q1 2025.
  • Rocket Companies made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1201 holding.
  • Sandy Spring Bank first reported a position in Rocket Companies in Q4 2020 and has held it in 5 quarters since.
  • Sandy Spring Bank's Rocket Companies position peaked at $2K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.