Position in RKT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$425,669
+$67,940 QoQ
Shares Held
29,872
+61.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $581,771 across 9 Mortgage Finance names. RKT ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
29,872 | $425,669 | |
| 2 | GHI |
Greystone Housing Impact Investors LP
|
10,000 | $49,200 | |
| 3 | UWMC |
UWM Holdings Corp
|
12,164 | $44,028 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
314 | $27,440 | |
| 5 | WD |
Walker & Dunlop, Inc.
|
580 | $25,736 | |
| 6 | ONIT |
Onity Group Inc.
|
164 | $6,439 | |
| 7 | VEL |
Velocity Financial, Inc.
|
104 | $1,881 | |
| 8 | LDI |
loanDepot, Inc.
|
671 | $952 |
All Filings in RKT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $425,669 | 29,872 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $357,729 | 18,478 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $41,878 | 2,161 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,796 | 832 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,928 | 1,154 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,725 | 1,219 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $537 | 28 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $383 | 28 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $160 | 11 | Shares | Sole | 2024-06-11 | |
| 2021-12-31 | $1,680 | 120 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||