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Sumitomo Mitsui DS Asset Management’s Rocket Companies RKT Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$1.42M Hold
90,471
– – 0.01% 593
2026
Q1 		$1.29M Hold
90,471
– – 0.01% 590
2025
Q4 		$1.75M Buy
+90,471
New +$1.62M 0.01% 550

Other funds holding RKT

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
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
HC
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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's RKT Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its Rocket Companies (RKT) position steady in Q2 2026 at 90,471 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #593.

Sumitomo Mitsui DS Asset Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.75M in Q4 2025. 201 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 90,471 shares of Rocket Companies worth $1.42M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #593 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Sumitomo Mitsui DS Asset Management's Rocket Companies position peaked at $1.75M in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.