Position in RKT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,344,405
-$6,579,227 QoQ
Shares Held
1,146,976
-3.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 94.47120079234439.ToString("F0")%
None 5.5287992076556085.ToString("F0")%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $104,742,267 across 6 Mortgage Finance names. RKT ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
|
849,113 | $74,212,473 | |
| 2 | RKT |
Rocket Companies, Inc.
This page
|
1,146,976 | $16,344,405 | |
| 3 | UWMC |
UWM Holdings Corp
|
2,389,649 | $8,650,527 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
100,758 | $4,471,638 | |
| 5 | LDI |
loanDepot, Inc.
|
474,443 | $673,707 | |
| 6 | ONIT |
Onity Group Inc.
|
9,919 | $389,517 |
All Filings in RKT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,344,405 | 1,146,976 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $22,923,632 | 1,184,072 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $7,575,872 | 390,912 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,129,598 | 361,749 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,564,594 | 295,327 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,164,756 | 192,252 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,326,040 | 433,874 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,627,528 | 556,754 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,118,839 | 557,996 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,271,696 | 225,946 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $24,194,473 | 2,957,760 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $45,993,605 | 5,133,215 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $46,897,666 | 5,176,343 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $42,986,489 | 6,140,927 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $52,795,717 | 8,353,753 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $61,914,114 | 8,412,244 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $119,976,135 | 10,789,221 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $144,183,396 | 10,298,814 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $150,197,064 | 9,363,907 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $129,843,239 | 6,710,245 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $129,699,738 | 5,617,139 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $216,212,154 | 10,692,985 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $214,403,390 | 10,757,822 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||