Position in RKT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$443,000
+$149,493 QoQ
Shares Held
28,127
+36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#451
of 787 holders
Holding Since
Mar 2026
2 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, 2026Carrera Capital Advisors holds $1,862,394 across 2 Mortgage Finance names. RKT ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
|
619,823 | $1,419,394 | |
| 2 | RKT |
Rocket Companies, Inc.
This page
|
28,127 | $443,000 |
All Filings in RKT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,000 | 28,127 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $293,507 | 20,597 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||