Position in RKT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$164,823
-$4,068,837 QoQ
Shares Held
10,465
-96.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#590
of 790 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $9,240,044 across 2 Mortgage Finance names. RKT ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
|
165,909 | $9,075,221 | |
| 2 | RKT |
Rocket Companies, Inc.
This page
|
10,465 | $164,823 |
All Filings in RKT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,823 | 10,465 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,233,660 | 297,099 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $8,236,498 | 425,439 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,825,396 | 558,586 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $16,825,533 | 1,186,568 | Shares | Defined | 2025-08-08 | |
| 2024-06-30 | $141,000 | 10,292 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $150,214 | 10,324 | Shares | Defined | 2024-04-29 | |
| 2023-09-30 | $158,389 | 19,363 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $164,236 | 18,330 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $165,289 | 18,244 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $127,827 | 18,261 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $116,129 | 18,375 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $141,966 | 19,289 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $152,922 | 13,752 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $211,176 | 15,084 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $233,029 | 14,528 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $285,102 | 14,734 | Shares | Defined | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||