NewEdge Advisors, LLC

Position in UWMC — UWM Holdings Corp

CIK 1633516 NEW ORLEANS, LA

Position in UWMC

as of Mar 31, 2026 · filed Jun 3, 2026 Compact

Position Value

$1,013

-$51,875 QoQ

Shares Held

280

-97.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

NewEdge Advisors, LLC holds $1,293,970 across 6 Mortgage Finance names. UWMC ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	44,434	$633,184
2	BLNE	Beeline Holdings, Inc.	252,850	$594,197
3	GHI	Greystone Housing Impact Investors LP	13,106	$64,481
4	UWMC	UWM Holdings Corp This page	280	$1,013
5	PFSI	PennyMac Financial Services, Inc.	10	$874
6	WD	Walker & Dunlop, Inc.	5	$221

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,013	280	-97.7%	Shares	Sole	2026-06-03
2025-12-31	$52,888	12,075	+4212.5%	Shares	Sole	2026-02-18
2025-09-30	$1,705	280	0.0%	Shares	Sole	2025-11-17
2025-06-30	$1,159	280	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,528	280	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,643	280	-79.1%	Shares	Sole	2025-02-13
2024-09-30	$11,425	1,341	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$9,286	1,340	0.0%	Shares	Sole	2024-08-16
2024-03-31	$9,728	1,340	0.0%	Shares	Sole	2024-05-14
2023-12-31	$9,581	1,340	+26.4%	Shares	Sole	2024-02-13
2023-09-30	$5,141	1,060	0.0%	Shares	Sole	2023-11-14
2023-06-30	$5,936	1,060	0.0%	Shares	Sole	2023-08-14
2023-03-31	$5,204	1,060	0.0%	Shares	Sole	2023-05-12
2022-12-31	$3,508	1,060	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.