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Summit Financial’s Rocket Companies RKT Stock Holding History

Summit Financial’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 		– Sell
-590,262
Closed -$8.41M – 1622
2026
Q1 		$8.41M Buy
590,262
+28,201
+5% +$513K 0.11% 187
2025
Q4 		$10.9M Buy
+562,061
New +$10M 0.16% 117

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

Summit Financial's RKT Position: Q2 2026 in Review

Summit Financial sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 590,262 shares — an estimated $8.41M sold.

Summit Financial first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $10.9M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Summit Financial reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Summit Financial sold 590,262 Rocket Companies shares in Q2 2026, an estimated $8.41M.
  • Summit Financial first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
  • Summit Financial's Rocket Companies position peaked at $10.9M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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