Ascentis Wealth Management, LLC

Position in RKT — Rocket Companies, Inc.

CIK 2032602 DALLAS, TX

Position in RKT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$456

-$327 QoQ

Shares Held

-47.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#205

of 219 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $15,274 across 3 Mortgage Finance names. RKT ranks #2 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FMCC	Federal Home Loan Mortgage Corp	2,451	$14,656
2	RKT	Rocket Companies, Inc. This page	29	$456
3	FNMA	Federal National Mortgage Association Fannie Mae	25	$162

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456	29	-47.3%	Shares	Sole	2026-07-28
2026-03-31	$783	55	0.0%	Shares	Sole	2026-04-28
2025-12-31	$1,064	55	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.