Kestra Advisory Services, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1830819 AUSTIN, TX

Position in RKT

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$1,245,549

-$1,929,568 QoQ

Shares Held

87,407

-46.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

9 quarters on record

Financial Services · as of Mar 31, 2026

Kestra Advisory Services, LLC holds $1,965,126 across 4 Mortgage Finance names. RKT ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	87,407	$1,245,549
2	WD	Walker & Dunlop, Inc.	13,359	$592,872
3	GHI	Greystone Housing Impact Investors LP	16,637	$81,854
4	UWMC	UWM Holdings Corp	12,390	$44,851

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.