UMB Bank, n.a.

Position in RKT — Rocket Companies, Inc.

CIK 933429 Kansas City, MO

Position in RKT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,929

-$32,453 QoQ

Shares Held

186

-92.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#716

of 787 holders

Holding Since

Sep 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $16,048 across 3 Mortgage Finance names. RKT ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	234	$12,799
2	RKT	Rocket Companies, Inc. This page	186	$2,929
3	UWMC	UWM Holdings Corp	140	$320

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,929	186	-92.5%	Shares	Sole	2026-08-13
2026-03-31	$35,382	2,483	+1423.3%	Shares	Sole	2026-05-11
2025-12-31	$3,155	163	+33.6%	Shares	Sole	2026-02-13
2023-09-30	$997	122	—	Shares	Sole	2023-10-18
No filing history on record for this holder in this stock.