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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
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

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

UMB Bank's RKT Position: Q2 2026 in Review

UMB Bank reduced its Rocket Companies (RKT) stake by 93% in Q2 2026, selling an estimated $33.1K and leaving 186 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

UMB Bank first reported a position in RKT in Q3 2023 and has held it in 4 quarters since. The position peaked at $35.4K in Q1 2026. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • UMB Bank held 186 shares of Rocket Companies worth $2.93K as of Q2 2026.
  • UMB Bank sold 2,297 Rocket Companies shares in Q2 2026, an estimated $33.1K.
  • Rocket Companies made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2157 holding.
  • UMB Bank first reported a position in Rocket Companies in Q3 2023 and has held it in 4 quarters since.
  • UMB Bank's Rocket Companies position peaked at $35.4K in Q1 2026.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.