Parallel Advisors, LLC

Position in UWMC — UWM Holdings Corp

CIK 1690010 SAN FRANCISCO, CA

Position in UWMC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$116,453

+$27,340 QoQ

Shares Held

50,853

+106.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#147

of 289 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Parallel Advisors, LLC holds $250,483 across 5 Mortgage Finance names. UWMC ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp This page	50,853	$116,453
2	RKT	Rocket Companies, Inc.	5,377	$84,687
3	WD	Walker & Dunlop, Inc.	766	$41,900
4	VEL	Velocity Financial, Inc.	290	$5,353
5	PFSI	PennyMac Financial Services, Inc.	24	$2,090

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,453	50,853	+106.6%	Shares	Sole	2026-08-05
2026-03-31	$89,113	24,617	-35.5%	Shares	Sole	2026-05-07
2025-12-31	$167,110	38,153	+32.0%	Shares	Sole	2026-02-11
2025-09-30	$176,013	28,902	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$122,266	29,533	+94.6%	Shares	Sole	2025-07-08
2025-03-31	$82,855	15,175	+60.3%	Shares	Sole	2025-04-08
2024-12-31	$55,565	9,466	-17.1%	Shares	Sole	2025-02-10
2024-09-30	$97,264	11,416	+20.2%	Shares	Sole	2024-11-13
2024-06-30	$65,800	9,495	-2.5%	Shares	Sole	2024-08-08
2024-03-31	$70,676	9,735	-0.9%	Shares	Sole	2024-05-06
2023-12-31	$70,213	9,820	+44.3%	Shares	Sole	2024-02-12
2023-09-30	$33,009	6,806	+2.8%	Shares	Sole	2024-05-20
2023-06-30	$37,060	6,618	+0.1%	Shares	Sole	2024-05-20
2023-03-31	$32,469	6,613	+807.1%	Shares	Sole	2024-05-20
2022-12-31	$2,412	729	+1.0%	Shares	Sole	2023-02-06
2022-09-30	$2,115	722	+0.7%	Shares	Sole	2022-11-10
2022-06-30	$2,538	717	+0.8%	Shares	Sole	2022-08-01
2022-03-31	$3,220	711	-6.3%	Shares	Sole	2022-04-28
2021-12-31	$4,493	759	+7.7%	Shares	Sole	2022-01-20
2021-09-30	$4,899	705	+0.4%	Shares	Sole	2021-11-02
2021-06-30	$5,931	702	+0.3%	Shares	Sole	2021-08-06
2021-03-31	$5,551	700	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.