Merit Financial Group, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1621225 ALPHARETTA, GA

Position in RKT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$542,302

+$31,754 QoQ

Shares Held

34,432

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#421

of 790 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $911,790 across 3 Mortgage Finance names. RKT ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	34,432	$542,302
2	WD	Walker & Dunlop, Inc.	5,989	$327,597
3	UWMC	UWM Holdings Corp	18,294	$41,891

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,302	34,432	-3.9%	Shares	Other	2026-07-20
2026-03-31	$510,548	35,828	+30.7%	Shares	Other	2026-04-15
2025-12-31	$530,850	27,420	+84.2%	Shares	Other	2026-01-26
2025-09-30	$288,431	14,883	—	Shares	Other	2025-11-07
No filing history on record for this holder in this stock.