UMB Bank
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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
Q3 		$3.5K Buy
304
+118
+63% +$1.62K ﹤0.01% 2139
2026
Q2 		$2.93K Sell
186
-2,297
-93% -$33.1K ﹤0.01% 2157
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UMB Bank's RKT Position: Q3 2026 in Review

UMB Bank increased its Rocket Companies (RKT) stake by 63% in Q3 2026, buying an estimated $1.62K and bringing the position to 304 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

UMB Bank first reported a position in RKT in Q3 2023 and has held it in 5 quarters since. The position peaked at $35.4K in Q1 2026. 330 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • UMB Bank held 304 shares of Rocket Companies worth $3.5K as of Q3 2026.
  • UMB Bank bought 118 Rocket Companies shares in Q3 2026, an estimated $1.62K.
  • Rocket Companies made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #2139 holding.
  • UMB Bank first reported a position in Rocket Companies in Q3 2023 and has held it in 5 quarters since.
  • UMB Bank's Rocket Companies position peaked at $35.4K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.