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Equibles

Allworth Financial LP

Position in RKT — Rocket Companies, Inc.

CIK 1555170 FOLSOM, CA
Back to RKT Full portfolio

Position in RKT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$149,562
+$45,951 QoQ
Shares Held
9,496
+30.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#602
of 791 holders
Holding Since
Dec 2020
23 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, 2026

Allworth Financial LP holds $318,105 across 8 Mortgage Finance names. RKT ranks #1 (47.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RKT
Rocket Companies, Inc.
This page 		9,496 $149,562
2 WD
Walker & Dunlop, Inc.
 2,356 $128,873
3 UWMC
UWM Holdings Corp
 6,729 $15,409
4 PFSI
PennyMac Financial Services, Inc.
 165 $14,371
5 ONIT
Onity Group Inc.
 138 $5,485
6 VEL
Velocity Financial, Inc.
 199 $3,673
7 LDI
loanDepot, Inc.
 432 $540
8 BETR
Better Home & Finance Holding Co
 7 $192

All Filings in RKT

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $149,562 9,496
2026-03-31 $103,611 7,271
2025-12-31 $155,325 8,023
2025-09-30 $62,849 3,243
2025-06-30 $24,744 1,745
2025-03-31 $21,846 1,810
2024-12-31 $19,232 1,708
2024-09-30 $31,183 1,625
2024-06-30 $21,974 1,604
2024-03-31 $23,643 1,625
2023-12-31 $23,530 1,625
2023-09-30 $10,977 1,342
2023-06-30 $12,024 1,342
2023-03-31 $12,158 1,342
2022-12-31 $9,569 1,367
2022-09-30 $8,216 1,300
2022-06-30 $9,568 1,300
2022-03-31 $14,456 1,300
2021-12-31 $4,200 300
2021-09-30 $9,624 600
2021-06-30 $5,805 300
2021-03-31 $6,927 300
2020-12-31 $6,066 300