TFC Financial Management, Inc.

Position in RKT — Rocket Companies, Inc.

CIK 1827844 BOSTON, MA

Position in RKT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$87,034

+$25,489 QoQ

Shares Held

5,526

+27.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#618

of 790 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TFC Financial Management, Inc. holds $149,086 across 3 Mortgage Finance names. RKT ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	5,526	$87,034
2	LDI	loanDepot, Inc.	49,572	$61,965
3	PFSI	PennyMac Financial Services, Inc.	1	$87

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,034	5,526	+27.9%	Shares	Sole	2026-07-23
2026-03-31	$61,545	4,319	0.0%	Shares	Sole	2026-04-23
2025-12-31	$83,615	4,319	+0.3%	Shares	Sole	2026-01-23
2025-09-30	$83,489	4,308	+7.5%	Shares	Sole	2025-10-24
2025-06-30	$56,805	4,006	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.