Transamerica Financial Advisors, LLC

Position in UWMC — UWM Holdings Corp

CIK 1502149 CEDAR RAPIDS, IA

Position in UWMC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$174

New position

Shares Held

76

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#278

of 289 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $18,677 across 3 Mortgage Finance names. UWMC ranks #2 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	1,171	$18,443
2	UWMC	UWM Holdings Corp This page	76	$174
3	LDI	loanDepot, Inc.	48	$60

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$174	76	—	Shares	Sole	2026-08-17
No filing history on record for this holder in this stock.