Position in RKT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$425,880
+$58,487 QoQ
Shares Held
27,040
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#460
of 787 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $425,880 across 1 Mortgage Finance name. RKT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
27,040 | $425,880 |
All Filings in RKT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,880 | 27,040 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $367,393 | 25,782 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $427,546 | 22,084 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||