Position in UWMC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,727
-$5,475 QoQ
Shares Held
1,191
-47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 55 holders
Holding Since
Mar 2021
18 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, 2026IFP Advisors, Inc holds $166,092 across 8 Mortgage Finance names. UWMC ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
6,961 | $109,635 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
489 | $26,748 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
164 | $14,284 | |
| 4 | LDI |
loanDepot, Inc.
|
5,037 | $6,296 | |
| 5 | ONIT |
Onity Group Inc.
|
110 | $4,372 | |
| 6 | UWMC |
UWM Holdings Corp
This page
|
1,191 | $2,727 | |
| 7 | VEL |
Velocity Financial, Inc.
|
107 | $1,975 | |
| 8 | BETRW |
Better Home & Finance Holding Co
|
2 | $55 |
All Filings in UWMC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,727 | 1,191 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,202 | 2,266 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,941 | 2,498 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,521 | 414 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $698 | 128 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $22,986 | 3,916 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $32,273 | 3,788 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $26,250 | 3,788 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $27,500 | 3,788 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $27,084 | 3,788 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $23,706 | 4,888 | Shares | Sole | 2023-10-12 | |
| 2022-12-31 | $42,818 | 12,936 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $35,649 | 12,167 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $43,071 | 12,167 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $55,116 | 12,167 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||