ROTHSCHILD INVESTMENT LLC

Position in RKT — Rocket Companies, Inc.

CIK 85338 CHICAGO, IL

Position in RKT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$88,452

+$82,852 QoQ

Shares Held

5,616

+1329.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#615

of 787 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $156,244 across 6 Mortgage Finance names. RKT ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	5,616	$88,452
2	UWMC	UWM Holdings Corp	14,798	$33,887
3	WD	Walker & Dunlop, Inc.	401	$21,934
4	PFSI	PennyMac Financial Services, Inc.	95	$8,274
5	ONIT	Onity Group Inc.	61	$2,424
6	VEL	Velocity Financial, Inc.	69	$1,273

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,452	5,616	+1329.0%	Shares	Sole	2026-08-06
2026-03-31	$5,600	393	+104.7%	Shares	Sole	2026-05-07
2025-12-31	$3,717	192	+57.4%	Shares	Sole	2026-02-10
2025-09-30	$2,364	122	+103.3%	Shares	Sole	2025-11-07
2025-06-30	$850	60	+100.0%	Shares	Sole	2025-08-11
2025-03-31	$362	30	—	Shares	Sole	2025-04-08
No filing history on record for this holder in this stock.