Position in UWMC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$679,234
+$239,835 QoQ
Shares Held
296,609
+311.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 289 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $679,234 across 1 Mortgage Finance name. UWMC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
296,609 | $679,234 |
All Filings in UWMC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,234 | 296,609 | Shares | Defined | 2026-08-17 | |
| 2025-09-30 | $439,399 | 72,151 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $269,100 | 65,000 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $291,844 | 34,254 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||