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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Summit Financial's RKLB Position: Q1 2026 in Review

Summit Financial increased its Rocket Lab Corp (RKLB) stake by 3% in Q1 2026, buying an estimated $8.52K and bringing the position to 3,928 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Summit Financial first reported a position in RKLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $266K in Q4 2025. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Summit Financial held 3,928 shares of Rocket Lab Corp worth $252K as of Q1 2026.
  • Summit Financial bought 113 Rocket Lab Corp shares in Q1 2026, an estimated $8.52K.
  • Rocket Lab Corp made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1262 holding.
  • Summit Financial first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial's Rocket Lab Corp position peaked at $266K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.