Corient Private Wealth LLC

Position in RKT — Rocket Companies, Inc.

CIK 1948780 MIAMI, FL

Position in RKT

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$894,080

-$460,325 QoQ

Shares Held

56,767

-40.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#350

of 787 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 35% Shared 23% None 42%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $3,914,404 across 5 Mortgage Finance names. RKT ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	26,048	$2,268,780
2	RKT	Rocket Companies, Inc. This page	56,767	$894,080
3	WD	Walker & Dunlop, Inc.	11,007	$602,082
4	GHI	Greystone Housing Impact Investors LP	21,811	$126,503
5	UWMC	UWM Holdings Corp	10,026	$22,959

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$894,080	56,767	-40.3%	Shares	Sole	2026-08-17
2026-03-31	$1,354,405	95,046	-11.6%	Shares	Other	2026-05-15
2025-12-31	$2,081,064	107,493	+66.7%	Shares	Sole	2026-03-09
2025-09-30	$1,249,447	64,471	+317.4%	Shares	Sole	2025-11-14
2023-09-30	$126,339	15,445	-34.3%	Shares	Other	2023-11-03
2023-06-30	$210,783	23,525	+1.8%	Shares	Other	2023-08-10
2023-03-31	$209,457	23,119	+51.4%	Shares	Other	2023-05-15
2022-12-31	$106,925	15,275	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.