Position in RKT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$399,435
+$7,874 QoQ
Shares Held
25,361
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
of 787 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $485,321 across 6 Mortgage Finance names. RKT ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
25,361 | $399,435 | |
| 2 | UWMC |
UWM Holdings Corp
|
14,211 | $32,543 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
514 | $28,115 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
174 | $15,155 | |
| 5 | ONIT |
Onity Group Inc.
|
135 | $5,366 | |
| 6 | VEL |
Velocity Financial, Inc.
|
255 | $4,707 |
All Filings in RKT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,435 | 25,361 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $391,561 | 27,478 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $468,821 | 24,216 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $77,539 | 4,001 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $33,025 | 2,329 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $52,770 | 4,372 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19,918 | 1,769 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,271 | 1,369 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $17,659 | 1,289 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $18,856 | 1,296 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $18,534 | 1,280 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $17,652 | 2,158 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $20,133 | 2,247 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $18,455 | 2,037 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $50,708 | 7,244 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,295 | 205 | Shares | Sole | 2022-11-08 | |
| 2021-03-31 | $2,309 | 100 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,547 | 126 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,958 | 600 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||