UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in RKT — Rocket Companies, Inc.
CIK 1463217
IRVING, TX
Position in RKT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$327,521
-$28,843 QoQ
Shares Held
20,795
-16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 787 holders
Holding Since
Dec 2025
3 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $398,377 across 3 Mortgage Finance names. RKT ranks #1 (82.2% of the industry book) .
All Filings in RKT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,521 | 20,795 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $356,364 | 25,008 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $438,697 | 22,660 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||