Position in UWMC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,557
-$839 QoQ
Shares Held
1,259
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 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 Mar 31, 2026Sunbelt Securities, Inc. holds $96,477 across 3 Mortgage Finance names. UWMC ranks #2 (4.7% of the industry book) .
All Filings in UWMC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,557 | 1,259 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,396 | 1,232 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $7,368 | 1,210 | Shares | Sole | 2025-11-19 | |
| 2024-09-30 | $8,613 | 1,011 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $6,909 | 997 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $7,122 | 981 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,914 | 967 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,597 | 948 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $5,208 | 930 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $4,482 | 913 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||