STIFEL FINANCIAL CORP

Position in RKT — Rocket Companies, Inc.

CIK 720672 ST. LOUIS, MO

Position in RKT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,088,050

+$1,803,666 QoQ

Shares Held

450,035

+21.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#145

of 787 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $7,374,316 across 3 Mortgage Finance names. RKT ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	450,035	$7,088,050
2	GHI	Greystone Housing Impact Investors LP	44,789	$259,776
3	UWMC	UWM Holdings Corp	11,568	$26,490

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,088,050	450,035	+21.4%	Shares	Defined	2026-08-12
2026-03-31	$5,284,384	370,834	+15.3%	Shares	Defined	2026-05-12
2025-12-31	$6,225,516	321,566	+152.9%	Shares	Defined	2026-02-13
2025-09-30	$2,464,166	127,150	+84.9%	Shares	Defined	2025-11-12
2025-06-30	$975,087	68,765	+540.6%	Shares	Defined	2025-08-14
2022-06-30	$79,009	10,735	+5.4%	Shares	Defined	2022-08-15
2022-03-31	$113,212	10,181	-37.1%	Shares	Defined	2022-05-13
2021-12-31	$226,660	16,190	+2.5%	Shares	Defined	2022-02-14
2021-09-30	$253,319	15,793	-16.4%	Shares	Defined	2021-11-15
2021-06-30	$365,579	18,893	+88.8%	Shares	Defined	2021-08-13
2021-03-31	$231,015	10,005	-58.6%	Shares	Defined	2021-05-14
2020-12-31	$488,454	24,157	+16.5%	Shares	Defined	2021-02-12
2020-09-30	$413,168	20,731	—	Shares	Defined	2020-11-16
No filing history on record for this holder in this stock.