Position in RKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,575,745
+$4,893,375 QoQ
Shares Held
2,703,222
+2.2% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#53
of 787 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $44,686,980 across 6 Mortgage Finance names. RKT ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
2,703,222 | $42,575,745 | |
| 2 | ONIT |
Onity Group Inc.
|
24,215 | $962,545 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
13,172 | $720,508 | |
| 4 | GHI |
Greystone Housing Impact Investors LP
|
61,032 | $353,985 | |
| 5 | UWMC |
UWM Holdings Corp
|
26,735 | $61,222 | |
| 6 | LDI |
loanDepot, Inc.
|
10,381 | $12,975 |
All Filings in RKT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,575,745 | 2,703,222 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $37,682,370 | 2,644,377 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $50,179,357 | 2,591,909 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $32,604,736 | 1,682,391 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,160,619 | 646,024 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,369,037 | 361,975 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,469,070 | 308,088 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||