Rocket Companies, Inc.
US ˙ NYSE ˙ US77311W1018

SecurityRKT / Rocket Companies, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership126,792 shares
Latest Disclosed Value $ 1,806,786
Truist Financial Corp reports 13.95% increase in ownership of RKT / Rocket Companies, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 126,792 shares of Rocket Companies, Inc. (US:RKT) valued at $1,806,786 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 111,265 shares of Rocket Companies, Inc.. This represents a change in shares of 13.95% during the quarter. The current value of the position is $1,640,688 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F ROCKET COS COM CL A 77311W101 126,792 15,527 13.95 1,807 -16.16 0.0013
2026-02-02 2025-12-31 13F ROCKET COS COM CL A 77311W101 111,265 82,873 291.89 2,154 291.64 0.0029
2025-11-03 2025-09-30 13F ROCKET COS COM CL A 77311W101 28,392 12,586 79.63 550 145.54 0.0007
2025-07-18 2025-06-30 13F ROCKET COS COM CL A 77311W101 15,806 5,697 56.36 224 83.61 0.0003
2025-04-29 2025-03-31 13F ROCKET COS COM CL A 77311W101 10,109 -13,264 -56.75 122 -53.61 0.0002
2025-01-31 2024-12-31 13F ROCKET COS COM CL A 77311W101 23,373 2,621 12.63 263 -33.92 0.0004
2024-11-13 2024-09-30 13F ROCKET COS COM CL A 77311W101 20,752 4,499 27.68 398 79.28 0.0006
2024-08-21 2024-06-30 13F ROCKET COS COM CL A 77311W101 16,253 -318 -1.92 223 -7.88 0.0003
2024-05-13 2024-03-31 13F ROCKET COS COM CL A 77311W101 16,571 1,915 13.07 241 13.68 0.0004
2024-02-02 2023-12-31 13F ROCKET COS COM CL A 77311W101 14,656 -4,876 -24.96 212 33.33 0.0003
2023-11-14 2023-09-30 13F ROCKET COS COM CL A 77311W101 19,532 1,995 11.38 160 1.27 0.0003
2023-08-01 2023-06-30 13F ROCKET COS COM CL A 77311W101 17,537 -425 -2.37 157 -3.09 0.0003
2023-05-05 2023-03-31 13F ROCKET COS COM CL A 77311W101 17,962 1,675 10.28 163 42.11 0.0003
2023-02-17 2022-12-31 13F ROCKET COS COM CL A 77311W101 16,287 1,333 8.91 114 21.28 0.0002
2022-10-26 2022-09-30 13F ROCKET COS COM CL A 77311W101 14,954 -521 -3.37 94 -17.54 0.0002
2022-07-22 2022-06-30 13F ROCKET COS COM CL A 77311W101 15,475 -17,933 -53.68 114 -69.27 0.0002
2022-04-22 2022-03-31 13F ROCKET COS COM CL A 77311W101 33,408 -818 -2.39 371 -22.55 0.0006
2022-02-14 2021-12-31 13F ROCKET COS COM CL A 77311W101 34,226 -1,406 -3.95 479 -16.26 0.0007
2021-11-05 2021-09-30 13F ROCKET COS COM CL A 77311W101 35,632 -15,050 -29.69 572 -41.69 0.0009
2021-08-16 2021-06-30 13F ROCKET COS COM CL A 77311W101 50,682 17,566 53.04 981 28.24 0.0016
2021-05-17 2021-03-31 13F ROCKET COS COM CL A 77311W101 33,116 -4,818 -12.70 765 -0.26 0.0013
2021-11-19 2020-12-31 13F/A-1 ROCKET COS COM CL A 77311W101 37,934 10,077 36.17 767 38.20 0.0015
2021-02-18 2020-12-31 13F ROCKET COS COM CL A 77311W101 40,111 12,254 811 0.0015
2021-11-05 2020-09-30 13F/A-1 ROCKET COS COM CL A 77311W101 27,857 27,857 555 0.0012
2020-11-13 2020-09-30 13F ROCKET COS COM CL A 77311W101 27,857 27,857 555 0.0012
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.