Focus Partners Wealth

Position in UWMC — UWM Holdings Corp

CIK 1542153 ST LOUIS, MO

Position in UWMC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$47,050

-$71,019 QoQ

Shares Held

20,546

-37.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#188

of 291 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $1,418,510 across 3 Mortgage Finance names. UWMC ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	69,104	$1,088,388
2	WD	Walker & Dunlop, Inc.	5,175	$283,072
3	UWMC	UWM Holdings Corp This page	20,546	$47,050

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,050	20,546	-37.0%	Shares	Sole	2026-08-12
2026-03-31	$118,069	32,616	-8.3%	Shares	Sole	2026-05-15
2025-12-31	$155,735	35,556	+253.0%	Shares	Sole	2026-02-13
2025-03-31	$54,998	10,073	—	Shares	Sole	2025-05-20
No filing history on record for this holder in this stock.