Kestra Advisory Services, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1830819 AUSTIN, TX

Position in RKT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$711,380

-$534,169 QoQ

Shares Held

45,167

-48.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#386

of 790 holders

Holding Since

Sep 2020

10 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $1,627,180 across 4 Mortgage Finance names. RKT ranks #2 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	14,493	$792,767
2	RKT	Rocket Companies, Inc. This page	45,167	$711,380
3	GHI	Greystone Housing Impact Investors LP	16,221	$94,081
4	UWMC	UWM Holdings Corp	12,643	$28,952

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$711,380	45,167	-48.3%	Shares	Sole	2026-07-28
2026-03-31	$1,245,549	87,407	-46.7%	Shares	Sole	2026-04-30
2025-12-31	$3,175,117	164,004	+1120.0%	Shares	Sole	2026-02-13
2022-12-31	$94,101	13,443	-0.9%	Shares	Sole	2023-01-31
2022-06-30	$99,882	13,571	+19.0%	Shares	Sole	2022-08-12
2021-09-30	$182,936	11,405	-11.5%	Shares	Sole	2022-07-25
2021-06-30	$249,324	12,885	+30.4%	Shares	Sole	2022-07-26
2021-03-31	$228,106	9,879	-69.2%	Shares	Sole	2022-07-27
2020-12-31	$647,525	32,024	+24.5%	Shares	Sole	2022-07-28
2020-09-30	$512,460	25,713	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.