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
Q2 		$26.4M Sell
1,673,663
-68,751
-4% -$991K 0.02% 592
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

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

Sumitomo Mitsui Trust Group's RKT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Rocket Companies (RKT) stake by 3.9% in Q2 2026, selling an estimated $991K and leaving 1,673,663 shares worth $26.4M. The position accounts for 0.02% of the portfolio, ranked #592.

Sumitomo Mitsui Trust Group first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.3M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,673,663 shares of Rocket Companies worth $26.4M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 68,751 Rocket Companies shares in Q2 2026, an estimated $991K.
  • Rocket Companies made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #592 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Sumitomo Mitsui Trust Group's Rocket Companies position peaked at $34.3M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.