NFJ INVESTMENT GROUP, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1862664 DALLAS, TX

Position in RKT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,482,356

-$1,714,018 QoQ

Shares Held

104,025

-37.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 2.873347752944004.ToString("F0")% Shared 97.126652247056.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

NFJ INVESTMENT GROUP, LLC holds $13,890,411 across 4 Mortgage Finance names. RKT ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	152,987	$6,789,562
2	UWMC	UWM Holdings Corp	1,189,216	$4,304,961
3	RKT	Rocket Companies, Inc. This page	104,025	$1,482,356
4	VEL	Velocity Financial, Inc.	72,611	$1,313,532

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,482,356	104,025	-37.0%	Shares	Other	2026-05-13
2025-12-31	$3,196,374	165,102	—	Shares	Other	2026-02-13
No filing history on record for this holder in this stock.