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Summit Financial’s Rocket Lab Corp RKLB Stock Holding History

Summit Financial’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Buy
4,466
+538
+14% +$53.6K 0.01% 1137
2026
Q1 		$252K Buy
3,928
+113
+3% +$8.52K ﹤0.01% 1262
2025
Q4 		$266K Buy
+3,815
New +$219K ﹤0.01% 1124

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Financial's RKLB Position: Q2 2026 in Review

Summit Financial increased its Rocket Lab Corp (RKLB) stake by 14% in Q2 2026, buying an estimated $53.6K and bringing the position to 4,466 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #1137.

Summit Financial first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. 1,128 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Summit Financial held 4,466 shares of Rocket Lab Corp worth $454K as of Q2 2026.
  • Summit Financial bought 538 Rocket Lab Corp shares in Q2 2026, an estimated $53.6K.
  • Rocket Lab Corp made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1137 holding.
  • Summit Financial first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.