Position in RKT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$986,312
+$80,042 QoQ
Shares Held
62,623
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#343
of 787 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 9%
Shared 91%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $986,312 across 1 Mortgage Finance name. RKT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
62,623 | $986,312 |
All Filings in RKT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,312 | 62,623 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $906,270 | 63,598 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,304,088 | 67,360 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||