Position in RKT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,917,310
+$930,411 QoQ
Shares Held
274,899
+78.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026FIFTH THIRD BANCORP holds $5,789,795 across 7 Mortgage Finance names. RKT ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
274,899 | $3,917,310 | |
| 2 | BETR |
Better Home & Finance Holding Co
|
40,989 | $1,460,028 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
7,777 | $345,143 | |
| 4 | UWMC |
UWM Holdings Corp
|
11,422 | $41,347 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
275 | $24,035 | |
| 6 | VEL |
Velocity Financial, Inc.
|
83 | $1,501 | |
| 7 | ONIT |
Onity Group Inc.
|
11 | $431 |
All Filings in RKT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,917,310 | 274,899 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $2,986,899 | 154,282 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,446,841 | 126,256 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $15,186 | 1,071 | Shares | Defined | 2025-07-15 | |
| 2023-09-30 | $41,145 | 5,030 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $46,502 | 5,190 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $45,300 | 5,000 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $35,000 | 5,000 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $31,600 | 5,000 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $36,800 | 5,000 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $55,600 | 5,000 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $70,000 | 5,000 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $80,200 | 5,000 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $96,750 | 5,000 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $57,725 | 2,500 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $179,958 | 8,900 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $127,552 | 6,400 | Shares | Defined | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||