Position in UWMC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,576
-$37,491 QoQ
Shares Held
38,243
+10.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#156
of 291 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $2,795,747 across 3 Mortgage Finance names. UWMC ranks #3 (3.1% of the industry book) .
All Filings in UWMC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,576 | 38,243 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $125,067 | 34,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $770,980 | 176,023 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $462,730 | 75,982 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $110,706 | 20,276 | Shares | Sole | 2025-05-15 | |
| 2022-06-30 | $33,945 | 9,589 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $13,535 | 2,988 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,356 | 2,594 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,587 | 4,545 | Shares | Sole | 2021-11-16 | |
| 2021-03-31 | $14,194 | 1,790 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 GHIV | — | 100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 GHIV | — | 17,796 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||