Position in RKT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,862,559
+$677,626 QoQ
Shares Held
372,226
+2.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 790 holders
Holding Since
Mar 2022
7 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $6,138,838 across 2 Mortgage Finance names. RKT ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
372,226 | $5,862,559 | |
| 2 | UWMC |
UWM Holdings Corp
|
120,646 | $276,279 |
All Filings in RKT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,862,559 | 372,226 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,184,933 | 363,855 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,038,637 | 363,566 | Shares | Sole | 2026-01-30 | |
| 2022-12-31 | $260,232 | 37,176 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $241,607 | 38,229 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $145,750 | 19,803 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $52,264 | 4,700 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||