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Equibles

Steward Partners Investment Advisory, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1723397 STAMFORD, CT
Back to RKT Full portfolio

Position in RKT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,275,198
+$960,259 QoQ
Shares Held
80,965
+266.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#312
of 794 holders
Holding Since
Sep 2020
24 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, 2026

Steward Partners Investment Advisory, LLC holds $4,600,656 across 5 Mortgage Finance names. RKT ranks #2 (27.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UWMC
UWM Holdings Corp
 1,191,705 $2,729,004
2 RKT
Rocket Companies, Inc.
This page 		80,965 $1,275,198
3 WD
Walker & Dunlop, Inc.
 10,758 $588,462
4 LDI
loanDepot, Inc.
 5,000 $6,250
5 PFSI
PennyMac Financial Services, Inc.
 20 $1,742

All Filings in RKT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,275,198 80,965
2026-03-31 $314,939 22,101
2025-12-31 $492,092 25,418
2025-09-30 $578,086 29,829
2025-06-30 $304,302 21,460
2025-03-31 $20,289 1,681
2024-12-31 $30,176 2,680
2024-09-30 $56,226 2,930
2024-06-30 $40,141 2,930
2024-03-31 $28,081 1,930
2023-12-31 $13,466 930
2023-09-30 $7,607 930
2023-06-30 $8,332 930
2023-03-31 $8,425 930
2022-12-31 $6,510 930
2022-09-30 $5,877 930
2022-06-30 $6,962 946
2022-03-31 $10,919 982
2021-12-31 $28,560 2,040
2021-09-30 $52,514 3,274
2021-06-30 $14,822 766
2021-03-31 $22,374 969
2020-12-31 $58,132 2,875
2020-09-30 $18,534 930