LRI Investments, LLC

Position in RKT — Rocket Companies, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in RKT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$191,268

+$179,441 QoQ

Shares Held

12,144

+1363.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#567

of 787 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LRI Investments, LLC holds $191,533 across 3 Mortgage Finance names. RKT ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	12,144	$191,268
2	PFSI	PennyMac Financial Services, Inc.	3	$261
3	UWMC	UWM Holdings Corp	2	$4

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$191,268	12,144	+1363.1%	Shares	Sole	2026-07-14
2026-03-31	$11,827	830	+26.3%	Shares	Sole	2026-04-30
2025-12-31	$12,719	657	+156.6%	Shares	Sole	2026-02-04
2025-09-30	$4,961	256	—	Shares	Sole	2025-11-03
No filing history on record for this holder in this stock.