Position in UWMC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,683
-$6,925 QoQ
Shares Held
7,722
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 55 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Sterling Capital Management LLC holds $778,650 across 8 Mortgage Finance names. UWMC ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
29,147 | $459,065 | |
| 2 | VEL |
Velocity Financial, Inc.
|
10,976 | $202,616 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
605 | $52,695 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
682 | $37,305 | |
| 5 | UWMC |
UWM Holdings Corp
This page
|
7,722 | $17,683 | |
| 6 | ONIT |
Onity Group Inc.
|
142 | $5,644 | |
| 7 | LDI |
loanDepot, Inc.
|
2,298 | $2,872 | |
| 8 | BETRW |
Better Home & Finance Holding Co
|
28 | $770 |
All Filings in UWMC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,683 | 7,722 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,608 | 6,798 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $39,936 | 9,118 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $52,660 | 8,647 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,535 | 9,308 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,171 | 1,863 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,547 | 2,819 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,613 | 2,302 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||