Position in RKT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$706,151
-$40,007 QoQ
Shares Held
44,835
-14.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#388
of 790 holders
Holding Since
Sep 2020
8 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, 2026Sequoia Financial Advisors, LLC holds $857,318 across 2 Mortgage Finance names. RKT ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
44,835 | $706,151 | |
| 2 | UWMC |
UWM Holdings Corp
|
66,012 | $151,167 |
All Filings in RKT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,151 | 44,835 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $746,158 | 52,362 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $815,869 | 42,142 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $201,241 | 10,384 | Shares | Sole | 2025-10-29 | |
| 2021-06-30 | $313,179 | 16,185 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $366,923 | 15,891 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $326,916 | 16,168 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $322,228 | 16,168 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||