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UMB Bank’s Rocket Companies RKT Stock Holding History

UMB Bank’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 		$35.4K Buy
2,483
+2,320
+1,423% +$42.2K ﹤0.01% 1384
2025
Q4 		$3.16K Buy
+163
New +$2.91K ﹤0.01% 2108
2023
Q4 		– Sell
-122
Closed -$998 – 1728
2023
Q3 		$998 Buy
+122
New +$1.23K ﹤0.01% 1605

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

UMB Bank's RKT Position: Q1 2026 in Review

UMB Bank increased its Rocket Companies (RKT) stake by 1,423% in Q1 2026, buying an estimated $42.2K and bringing the position to 2,483 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

UMB Bank first reported a position in RKT in Q3 2023 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • UMB Bank held 2,483 shares of Rocket Companies worth $35.4K as of Q1 2026.
  • UMB Bank bought 2,320 Rocket Companies shares in Q1 2026, an estimated $42.2K.
  • Rocket Companies made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1384 holding.
  • UMB Bank first reported a position in Rocket Companies in Q3 2023 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.