Position in UWMC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$151,167
+$38,397 QoQ
Shares Held
66,012
+111.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 291 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Derivatives in UWMC
reported options exposure · as of Jun 30, 2026CallValue
$94,577
CallShares
41,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $857,318 across 2 Mortgage Finance names. UWMC ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
44,835 | $706,151 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
66,012 | $151,167 |
All Filings in UWMC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,577 | 41,300 | Call | Sole | 2026-07-17 | |
| 2026-06-30 | $151,167 | 66,012 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $112,770 | 31,152 | Shares | Sole | 2026-04-30 | |
| 2025-03-31 | $64,646 | 11,840 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||