Covestor Ltd

Position in RKT — Rocket Companies, Inc.

CIK 1909846 LONDON, X0

Position in RKT

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

Position Value

$9,843

+$1,835 QoQ

Shares Held

625

+11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#682

of 787 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Covestor Ltd holds $52,903 across 5 Mortgage Finance names. RKT ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	423	$36,843
2	RKT	Rocket Companies, Inc. This page	625	$9,843
3	WD	Walker & Dunlop, Inc.	107	$5,852
4	UWMC	UWM Holdings Corp	159	$364
5	VEL	Velocity Financial, Inc.	80	$1

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,843	625	+11.2%	Shares	Sole	2026-08-07
2026-03-31	$8,008	562	-55.1%	Shares	Sole	2026-05-05
2025-12-31	$24,219	1,251	+3281.1%	Shares	Sole	2026-02-06
2025-09-30	$1	37	+15.6%	Shares	Sole	2025-10-30
2025-06-30	$453	32	+3.2%	Shares	Sole	2025-08-11
2025-03-31	$374	31	+3.3%	Shares	Sole	2025-05-12
2024-12-31	$337	30	+114.3%	Shares	Sole	2025-02-13
2024-09-30	$268	14	+7.7%	Shares	Sole	2024-11-01
2024-06-30	$178	13	0.0%	Shares	Sole	2024-08-09
2024-03-31	$189	13	-7.1%	Shares	Sole	2024-05-10
2023-12-31	$202	14	-98.2%	Shares	Sole	2024-02-09
2023-09-30	$6,274	767	+4411.8%	Shares	Sole	2023-11-13
2023-06-30	$152	17	-46.9%	Shares	Sole	2023-08-11
2023-03-31	$289	32	-87.8%	Shares	Sole	2023-05-15
2022-12-31	$1,834	262	+991.7%	Shares	Sole	2023-02-14
2022-09-30	$151	24	-96.2%	Shares	Sole	2022-11-14
2022-06-30	$4,710	640	-3.0%	Shares	Sole	2022-08-10
2022-03-31	$7,339	660	+1550.0%	Shares	Sole	2022-05-13
2021-12-31	$560	40	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.