Capital Asset Advisory Services LLC
Position in RKT — Rocket Companies, Inc.
CIK 1666024
Williamston, MI
Position in RKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$341,271
+$192,229 QoQ
Shares Held
21,668
+99.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#490
of 787 holders
Holding Since
Dec 2020
3 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, 2026Capital Asset Advisory Services LLC holds $394,224 across 2 Mortgage Finance names. RKT ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
21,668 | $341,271 | |
| 2 | UWMC |
UWM Holdings Corp
|
23,124 | $52,953 |
All Filings in RKT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,271 | 21,668 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $149,042 | 10,879 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $38,822 | 1,920 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||