Position in RKT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,284,384
-$941,132 QoQ
Shares Held
370,834
+15.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 82.02915590264107.ToString("F0")%
Shared 0.ToString("F0")%
None 17.970844097358928.ToString("F0")%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $5,522,384 across 2 Mortgage Finance names. RKT ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
370,834 | $5,284,384 | |
| 2 | GHI |
Greystone Housing Impact Investors LP
|
48,374 | $238,000 |
All Filings in RKT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,284,384 | 370,834 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,225,516 | 321,566 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,464,166 | 127,150 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $975,087 | 68,765 | Shares | Defined | 2025-08-14 | |
| 2022-06-30 | $79,009 | 10,735 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $113,212 | 10,181 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $226,660 | 16,190 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $253,319 | 15,793 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $365,579 | 18,893 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $231,015 | 10,005 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $488,454 | 24,157 | 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. | ||||||