Bell Investment Advisors, Inc

Position in RKT — Rocket Companies, Inc.

CIK 1890149 ORINDA, CA

Position in RKT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,559

-$3,129 QoQ

Shares Held

-69.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#734

of 787 holders

Holding Since

Sep 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $4,434 across 3 Mortgage Finance names. RKT ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	28	$2,438
2	RKT	Rocket Companies, Inc. This page	99	$1,559
3	WD	Walker & Dunlop, Inc.	8	$437

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,559	99	-69.9%	Shares	Sole	2026-08-07
2026-03-31	$4,688	329	+163.2%	Shares	Sole	2026-04-17
2025-12-31	$2,420	125	+111.9%	Shares	Sole	2026-02-24
2021-12-31	$826	59	+11.3%	Shares	Sole	2022-02-14
2021-09-30	$850	53	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.