Position in UWMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,254
+$22,857 QoQ
Shares Held
7,529
+649.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026MAI Capital Management holds $261,299 across 8 Mortgage Finance names. UWMC ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
9,776 | $139,308 | |
| 2 | LDI |
loanDepot, Inc.
|
42,193 | $59,914 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
7,529 | $27,254 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
568 | $25,207 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
54 | $4,719 | |
| 6 | ONIT |
Onity Group Inc.
|
116 | $4,555 | |
| 7 | VEL |
Velocity Financial, Inc.
|
17 | $307 | |
| 8 | BETRW |
Better Home & Finance Holding Co
|
1 | $35 |
All Filings in UWMC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,254 | 7,529 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,397 | 1,004 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,836 | 630 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,324 | 803 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,641 | 667 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,979 | 678 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||