Position in UWMC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$924,200
-$543,724 QoQ
Shares Held
403,581
-0.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#63
of 289 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $1,672,167 across 2 Mortgage Finance names. UWMC ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
403,581 | $924,200 | |
| 2 | RKT |
Rocket Companies, Inc.
|
47,490 | $747,967 |
All Filings in UWMC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,200 | 403,581 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,467,924 | 405,504 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,225,160 | 279,717 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||