Position in UWMC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,543
+$3,895 QoQ
Shares Held
14,211
+79.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 289 holders
Holding Since
Dec 2022
15 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, 2026SIGNATUREFD, LLC holds $485,321 across 6 Mortgage Finance names. UWMC ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
25,361 | $399,435 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
14,211 | $32,543 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
514 | $28,115 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
174 | $15,155 | |
| 5 | ONIT |
Onity Group Inc.
|
135 | $5,366 | |
| 6 | VEL |
Velocity Financial, Inc.
|
255 | $4,707 |
All Filings in UWMC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,543 | 14,211 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,648 | 7,914 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $51,478 | 11,753 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $64,505 | 10,592 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,795 | 5,023 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $44,548 | 8,159 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $20,345 | 3,466 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $55,507 | 6,515 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $37,283 | 5,380 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $31,036 | 4,275 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $23,316 | 3,261 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $13,555 | 2,795 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $11,317 | 2,021 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $8,582 | 1,748 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,682 | 2,321 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||