Position in RKT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$220,137
-$143,466 QoQ
Shares Held
13,977
-45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 787 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Derivatives in RKT
reported options exposure · as of Jun 30, 2026CallValue
$267,750
CallShares
17,000
PutValue
$277,200
PutShares
17,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $220,137 across 1 Mortgage Finance name. RKT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
13,977 | $220,137 |
All Filings in RKT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,137 | 13,977 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $267,750 | 17,000 | Call | Defined | 2026-08-17 | |
| 2026-06-30 | $277,200 | 17,600 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $363,603 | 25,516 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,474,250 | 231,108 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $2,855,600 | 147,500 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $9,936,126 | 512,700 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $444,926 | 22,958 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||