Focus Partners Wealth

Position in RKT — Rocket Companies, Inc.

CIK 1542153 ST LOUIS, MO

Position in RKT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,088,388

-$100,974 QoQ

Shares Held

69,104

-17.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#333

of 790 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $1,418,510 across 3 Mortgage Finance names. RKT ranks #1 (76.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	69,104	$1,088,388
2	WD	Walker & Dunlop, Inc.	5,175	$283,072
3	UWMC	UWM Holdings Corp	20,546	$47,050

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,088,388	69,104	-17.2%	Shares	Sole	2026-08-12
2026-03-31	$1,189,362	83,464	+51.2%	Shares	Sole	2026-05-15
2025-12-31	$1,068,594	55,196	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.