Position in RKT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$493,274
+$145,731 QoQ
Shares Held
31,319
+28.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#435
of 787 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Wedmont Private Capital holds $540,832 across 2 Mortgage Finance names. RKT ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
31,319 | $493,274 | |
| 2 | UWMC |
UWM Holdings Corp
|
20,768 | $47,558 |
All Filings in RKT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,274 | 31,319 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $347,543 | 24,389 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $451,146 | 23,303 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $424,499 | 21,904 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $172,842 | 14,320 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $305,831 | 15,937 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $200,458 | 14,632 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $158,798 | 10,914 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||