Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Rocket Companies RKT Stock Holding History

Sumitomo Mitsui Trust 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
2026
Q1 		$24.8M Sell
1,742,414
-29,616
-2% -$539K 0.02% 593
2025
Q4 		$34.3M Buy
+1,772,030
New +$31.7M 0.02% 561

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group's RKT Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Rocket Companies (RKT) stake by 1.7% in Q1 2026, selling an estimated $539K and leaving 1,742,414 shares worth $24.8M. The position accounts for 0.02% of the portfolio, ranked #593.

Sumitomo Mitsui Trust Group first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $34.3M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,742,414 shares of Rocket Companies worth $24.8M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 29,616 Rocket Companies shares in Q1 2026, an estimated $539K.
  • Rocket Companies made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #593 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Sumitomo Mitsui Trust Group's Rocket Companies position peaked at $34.3M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.