Corient Private Wealth LLC

Position in RKT — Rocket Companies, Inc.

CIK 1948780 MIAMI, FL

Position in RKT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,354,405

-$726,659 QoQ

Shares Held

95,046

-11.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 70.89097776268885.ToString("F0")% Shared 13.598073332201663.ToString("F0")% None 15.51094890510949.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $1,824,766 across 4 Mortgage Finance names. RKT ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	95,046	$1,354,405
2	PFSI	PennyMac Financial Services, Inc.	2,357	$206,001
3	UWMC	UWM Holdings Corp	46,286	$167,555
4	GHI	Greystone Housing Impact Investors LP	19,676	$96,805

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.