Position in UWMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,996
-$8,634 QoQ
Shares Held
5,800
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026Allworth Financial LP holds $162,315 across 8 Mortgage Finance names. UWMC ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
7,271 | $103,611 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
498 | $22,101 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
5,800 | $20,996 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
84 | $7,341 | |
| 5 | VEL |
Velocity Financial, Inc.
|
260 | $4,703 | |
| 6 | ONIT |
Onity Group Inc.
|
52 | $2,042 | |
| 7 | LDI |
loanDepot, Inc.
|
896 | $1,272 | |
| 8 | BETRW |
Better Home & Finance Holding Co
|
7 | $249 |
All Filings in UWMC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,996 | 5,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,630 | 6,765 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $25,352 | 4,163 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $298 | 72 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,905 | 349 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $481 | 82 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,203 | 1,315 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,982 | 719 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $16,828 | 2,318 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $18,354 | 2,567 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $11,227 | 2,315 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $12,958 | 2,314 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $11,351 | 2,312 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7,569 | 2,287 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,778 | 1,631 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,965 | 2,250 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,391 | 2,294 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $13,302 | 2,247 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $15,088 | 2,171 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $19,189 | 2,271 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $18,009 | 2,271 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||