Position in RKT
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$633,184
+$194,313 QoQ
Shares Held
44,434
+96.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 0.07201692397713462.ToString("F0")%
Shared 0.ToString("F0")%
None 99.92798307602287.ToString("F0")%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $1,293,970 across 6 Mortgage Finance names. RKT ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
44,434 | $633,184 | |
| 2 | BLNE |
Beeline Holdings, Inc.
|
252,850 | $594,197 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
|
13,106 | $64,481 | |
| 4 | UWMC |
UWM Holdings Corp
|
280 | $1,013 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
10 | $874 | |
| 6 | WD |
Walker & Dunlop, Inc.
|
5 | $221 |
All Filings in RKT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $633,184 | 44,434 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $438,871 | 22,669 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,778,231 | 91,756 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,127 | 150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,810 | 150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,689 | 150 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,878 | 150 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $3,759 | 537 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $457,174 | 22,610 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $436,666 | 21,910 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||