NewEdge Wealth, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1861796 STAMFORD, CT

Position in RKT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$284,319

+$78,307 QoQ

Shares Held

18,052

+24.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#509

of 790 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $1,219,761 across 3 Mortgage Finance names. RKT ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	10,403	$906,101
2	RKT	Rocket Companies, Inc. This page	18,052	$284,319
3	UWMC	UWM Holdings Corp	12,813	$29,341

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,319	18,052	+24.9%	Shares	Sole	2026-08-10
2026-03-31	$206,012	14,457	+9.5%	Shares	Sole	2026-05-13
2025-12-31	$255,629	13,204	+5.7%	Shares	Sole	2026-02-03
2025-09-30	$242,191	12,497	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.