Position in RKT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,635,606
+$489,251 QoQ
Shares Held
103,848
+29.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#281
of 787 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $1,674,712 across 2 Mortgage Finance names. RKT ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
103,848 | $1,635,606 | |
| 2 | UWMC |
UWM Holdings Corp
|
17,077 | $39,106 |
All Filings in RKT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,635,606 | 103,848 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,146,355 | 80,446 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,102,610 | 56,953 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||