ASSETMARK, INC

Position in RKT — Rocket Companies, Inc.

CIK 1344551 CONCORD, CA

Position in RKT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,172,098

+$63,768 QoQ

Shares Held

137,911

-6.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#251

of 791 holders

Holding Since

Sep 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $2,173,082 across 4 Mortgage Finance names. RKT ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	137,911	$2,172,098
2	PFSI	PennyMac Financial Services, Inc.	5	$435
3	LDI	loanDepot, Inc.	242	$302
4	BETR	Better Home & Finance Holding Co	9	$247

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,172,098	137,911	-6.8%	Shares	Sole	2026-07-30
2026-03-31	$2,108,330	147,953	+5.8%	Shares	Sole	2026-05-06
2025-12-31	$2,707,844	139,868	+2797260.0%	Shares	Sole	2026-01-23
2025-09-30	$96	5	-61.5%	Shares	Sole	2025-11-06
2024-09-30	$249	13	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.