Position in RKT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$662,964
+$99,576 QoQ
Shares Held
42,093
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#396
of 790 holders
Holding Since
Mar 2025
6 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, 2026Summit Trail Advisors, LLC holds $754,344 across 2 Mortgage Finance names. RKT ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
42,093 | $662,964 | |
| 2 | UWMC |
UWM Holdings Corp
|
39,904 | $91,380 |
All Filings in RKT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,964 | 42,093 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $563,388 | 39,536 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $821,812 | 42,449 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $554,655 | 28,620 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $210,105 | 14,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $210,174 | 17,413 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||