Position in UWMC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,593,262
-$2,633,637 QoQ
Shares Held
2,005,793
+0.5% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 289 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $290,191,039 across 8 Mortgage Finance names. UWMC ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
15,604,077 | $245,764,208 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
303,380 | $26,424,394 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
191,123 | $10,454,425 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
2,005,793 | $4,593,262 | |
| 5 | ONIT |
Onity Group Inc.
|
26,706 | $1,061,561 | |
| 6 | VEL |
Velocity Financial, Inc.
|
55,060 | $1,016,407 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
18,823 | $517,631 | |
| 8 | LDI |
loanDepot, Inc.
|
287,322 | $359,151 |
All Filings in UWMC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,593,262 | 2,005,793 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $7,226,899 | 1,996,382 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,701,656 | 2,214,991 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $10,574,156 | 1,736,315 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,162,913 | 1,247,081 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $5,849,825 | 1,071,397 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $6,386,428 | 1,087,978 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $8,013,219 | 940,519 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,293,538 | 908,159 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $6,323,232 | 870,969 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $6,183,604 | 864,840 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $4,106,774 | 846,758 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $4,659,955 | 832,135 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $4,074,565 | 829,851 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,838,151 | 857,448 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,556,119 | 872,396 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,931,025 | 827,974 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,578,205 | 789,891 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $4,562,649 | 770,718 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $991,152 | 142,612 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $527,135 | 62,383 | Shares | Defined | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||