Steward Partners Investment Advisory, LLC
Position in RKT — Rocket Companies, Inc.
CIK 1723397
STAMFORD, CT
Position in RKT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$314,939
-$177,153 QoQ
Shares Held
22,101
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $3,833,791 across 6 Mortgage Finance names. RKT ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
|
963,777 | $3,488,872 | |
| 2 | RKT |
Rocket Companies, Inc.
This page
|
22,101 | $314,939 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
294 | $13,047 | |
| 4 | PAPL |
Pineapple Financial Inc.
|
12,633 | $8,085 | |
| 5 | LDI |
loanDepot, Inc.
|
5,000 | $7,100 | |
| 6 | PFSI |
PennyMac Financial Services, Inc.
|
20 | $1,748 |
All Filings in RKT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,939 | 22,101 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $492,092 | 25,418 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $578,086 | 29,829 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $304,302 | 21,460 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,289 | 1,681 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,176 | 2,680 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $56,226 | 2,930 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $40,141 | 2,930 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $28,081 | 1,930 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,466 | 930 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,607 | 930 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,332 | 930 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,425 | 930 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,510 | 930 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,877 | 930 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,962 | 946 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,919 | 982 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $28,560 | 2,040 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $52,514 | 3,274 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,822 | 766 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $22,374 | 969 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $58,132 | 2,875 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,534 | 930 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||