AMERIPRISE FINANCIAL INC

Position in RKT — Rocket Companies, Inc.

CIK 820027 MINNEAPOLIS, MN

Position in RKT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,620,005

-$9,587,427 QoQ

Shares Held

610,794

-54.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#127

of 787 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 0% Shared 30% None 70%

Financial Services · as of Jun 30, 2026

AMERIPRISE FINANCIAL INC holds $99,506,046 across 4 Mortgage Finance names. RKT ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	397,792	$34,647,683
2	WD	Walker & Dunlop, Inc.	531,654	$29,081,473
3	UWMC	UWM Holdings Corp	11,422,221	$26,156,885
4	RKT	Rocket Companies, Inc. This page	610,794	$9,620,005

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,620,005	610,794	-54.7%	Shares	Defined	2026-08-14
2026-03-31	$19,207,432	1,347,890	-51.2%	Shares	Defined	2026-05-15
2025-12-31	$53,420,066	2,759,301	+106.0%	Shares	Defined	2026-02-17
2025-09-30	$25,958,210	1,339,433	+60.3%	Shares	Defined	2025-11-14
2025-06-30	$11,850,523	835,721	+3516.3%	Shares	Defined	2025-08-14
2025-03-31	$278,936	23,110	+12.2%	Shares	Defined	2025-05-14
2024-12-31	$231,932	20,598	+29.6%	Shares	Defined	2025-02-14
2024-09-30	$304,928	15,890	+30.7%	Shares	Defined	2024-11-14
2024-06-30	$166,523	12,155	+5.9%	Shares	Defined	2024-08-14
2024-03-31	$167,063	11,482	+11.0%	Shares	Defined	2024-05-15
2023-12-31	$149,838	10,348	-31.4%	Shares	Defined	2024-02-14
2022-12-31	$105,532	15,076	-0.8%	Shares	Defined	2023-02-14
2022-06-30	$111,856	15,198	-88.4%	Shares	Defined	2022-08-15
2022-03-31	$1,451,004	130,486	+1.2%	Shares	Defined	2022-05-16
2021-12-31	$1,804,348	128,882	+277.2%	Shares	Defined	2022-02-14
2021-09-30	$548,117	34,172	-53.4%	Shares	Defined	2021-11-15
2021-06-30	$1,418,355	73,300	-41.1%	Shares	Defined	2021-08-16
2021-03-31	$2,872,880	124,421	+6.9%	Shares	Defined	2021-05-17
2020-12-31	$2,352,757	116,358	+13.2%	Shares	Defined	2021-02-12
2020-09-30	$2,048,723	102,796	—	Shares	Defined	2020-11-16
No filing history on record for this holder in this stock.