Position in RKT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$601,696
-$15,233,416 QoQ
Shares Held
38,203
-96.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 790 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $805,507 across 2 Mortgage Finance names. RKT ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
38,203 | $601,696 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
3,726 | $203,811 |
All Filings in RKT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,696 | 38,203 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,835,112 | 1,111,236 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,479,180 | 76,404 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||