Position in UWMC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,425
New position
Shares Held
10,666
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $1,559,750 across 2 Mortgage Finance names. UWMC ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
97,481 | $1,535,325 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
10,666 | $24,425 |
All Filings in UWMC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,425 | 10,666 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||