IEQ CAPITAL, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1779789 Foster City, CA

Position in RKT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,737,287

+$347,848 QoQ

Shares Held

173,796

+3.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#232

of 790 holders

Holding Since

Sep 2020

17 quarters on record

Financial Services · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $7,578,095 across 6 Mortgage Finance names. RKT ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	173,796	$2,737,287
2	WD	Walker & Dunlop, Inc.	48,262	$2,639,931
3	UWMC	UWM Holdings Corp	499,961	$1,144,909
4	PFSI	PennyMac Financial Services, Inc.	8,413	$732,772
5	ONIT	Onity Group Inc.	6,958	$276,580
6	LDI	loanDepot, Inc.	37,293	$46,616

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,737,287	173,796	+3.6%	Shares	Other	2026-08-11
2026-03-31	$2,389,439	167,680	+55.0%	Shares	Other	2026-05-15
2025-12-31	$2,095,003	108,213	-15.9%	Shares	Sole	2026-02-13
2025-09-30	$2,493,953	128,687	+28.7%	Shares	Other	2025-11-14
2025-06-30	$1,418,127	100,009	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,207,108	100,009	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,126,101	100,009	-0.1%	Shares	Sole	2025-02-03
2024-09-30	$1,921,571	100,134	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,370,000	100,000	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$1,459,656	100,320	+0.3%	Shares	Sole	2024-05-09
2023-12-31	$1,448,970	100,067	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$818,000	100,000	0.0%	Shares	Sole	2023-11-06
2023-06-30	$896,000	100,000	0.0%	Shares	Sole	2023-08-08
2023-03-31	$906,000	100,000	0.0%	Shares	Sole	2023-05-02
2022-12-31	$700,000	100,000	+687.4%	Shares	Sole	2023-02-06
2020-12-31	$256,794	12,700	+18.7%	Shares	Sole	2021-02-03
2020-09-30	$213,251	10,700	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.