Position in PAPL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,416
+$5,526 QoQ
Shares Held
8,333
+84.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 7 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAPL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026UBS Group AG holds $111,406,318 across 13 Mortgage Finance names. PAPL ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
5,857,191 | $92,250,755 | |
| 2 | UWMC |
UWM Holdings Corp
|
2,085,040 | $4,774,741 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
53,817 | $4,687,459 | |
| 4 | BETR |
Better Home & Finance Holding Co
|
127,263 | $3,499,732 | |
| 5 | ONIT |
Onity Group Inc.
|
61,129 | $2,429,877 | |
| 6 | WD |
Walker & Dunlop, Inc.
|
33,840 | $1,851,046 | |
| 7 | LDI |
loanDepot, Inc.
|
1,025,168 | $1,281,459 | |
| 8 | VEL |
Velocity Financial, Inc.
|
26,707 | $493,010 |
All Filings in PAPL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,416 | 8,333 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,890 | 4,516 | Shares | Defined | 2026-05-05 | |
| 2025-03-31 | $15,538 | 49,329 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,557 | 38,843 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,766 | 20,126 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,939 | 4,690 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $4,859 | 2,715 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||