Position in RKT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$264,285
-$435,114 QoQ
Shares Held
16,780
-53.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#522
of 787 holders
Holding Since
Jun 2024
4 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $308,307 across 2 Mortgage Finance names. RKT ranks #1 (85.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
16,780 | $264,285 | |
| 2 | UWMC |
UWM Holdings Corp
|
19,224 | $44,022 |
All Filings in RKT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,285 | 16,780 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $699,399 | 36,126 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $282,037 | 14,553 | Shares | Sole | 2025-11-07 | |
| 2024-06-30 | $149,042 | 10,879 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||