Sunbelt Securities, Inc.

Broker-Dealer

Position in RKT — Rocket Companies, Inc.

CIK 1632932 HOUSTON, TX

Position in RKT

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$91,884

-$32,949 QoQ

Shares Held

6,448

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Sunbelt Securities, Inc. holds $96,477 across 3 Mortgage Finance names. RKT ranks #1 (95.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	6,448	$91,884
2	UWMC	UWM Holdings Corp	1,259	$4,557
3	VEL	Velocity Financial, Inc.	2	$36

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$91,884	6,448	0.0%	Shares	Sole	2026-05-18
2025-12-31	$124,833	6,448	+0.5%	Shares	Sole	2026-02-20
2025-09-30	$124,322	6,415	+18767.6%	Shares	Sole	2025-11-19
2023-09-30	$278	34	0.0%	Shares	Sole	2023-12-11
2023-06-30	$304	34	0.0%	Shares	Sole	2023-08-16
2023-03-31	$308	34	—	Shares	Sole	2023-05-17
No filing history on record for this holder in this stock.