Position in RKT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,603
-$4,761 QoQ
Shares Held
674
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Atlantic Union Bankshares Corp holds $24,420 across 2 Mortgage Finance names. RKT ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BETR |
Better Home & Finance Holding Co
|
416 | $14,817 | |
| 2 | RKT |
Rocket Companies, Inc.
This page
|
674 | $9,603 |
All Filings in RKT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,603 | 674 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,364 | 742 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,390 | 691 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $42 | 3 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||