Position in RKT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$436,063
-$179,893 QoQ
Shares Held
30,601
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 30%
Shared 1%
None 69%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026US BANCORP \DE\ holds $721,182 across 8 Mortgage Finance names. RKT ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
30,601 | $436,063 | |
| 2 | UWMC |
UWM Holdings Corp
|
39,841 | $144,224 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
992 | $86,700 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
1,066 | $47,309 | |
| 5 | VEL |
Velocity Financial, Inc.
|
224 | $4,052 | |
| 6 | BETRW |
Better Home & Finance Holding Co
|
53 | $1,887 | |
| 7 | ONIT |
Onity Group Inc.
|
21 | $824 | |
| 8 | LDI |
loanDepot, Inc.
|
87 | $123 |
All Filings in RKT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $436,063 | 30,601 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $615,956 | 31,816 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $110,464 | 5,700 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $43,233 | 3,049 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $75,871 | 6,286 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $38,981 | 3,462 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $76,912 | 4,008 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $53,374 | 3,896 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $46,907 | 3,224 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $46,682 | 3,224 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $34,861 | 4,262 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $34,844 | 3,889 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $36,946 | 4,078 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $60,816 | 8,688 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,873 | 2,037 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $8,323 | 1,131 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $49,083 | 4,414 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $14,000 | 1,000 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $16,040 | 1,000 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $19,350 | 1,000 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $23,090 | 1,000 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $1,678 | 83 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $3,986 | 200 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||