Position in RKT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$364,218
-$76,028 QoQ
Shares Held
23,125
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#482
of 791 holders
Holding Since
Jun 2025
3 quarters on record
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $423,940 across 2 Mortgage Finance names. RKT ranks #1 (85.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
23,125 | $364,218 | |
| 2 | FNMA |
Federal National Mortgage Association Fannie Mae
|
9,174 | $59,722 |
All Filings in RKT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,218 | 23,125 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $440,246 | 22,740 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $313,945 | 22,140 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||