Patriot Financial Group Insurance Agency, LLC

Insurance

Position in UWMC — UWM Holdings Corp

CIK 1694883 Westborough, MA

Position in UWMC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$208,816

+$125,601 QoQ

Shares Held

57,684

+203.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$208,816	57,684	+203.6%	Shares	Sole	2026-04-22
2025-12-31	$83,215	18,999	-9.0%	Shares	Sole	2026-01-26
2025-09-30	$127,122	20,874	-30.0%	Shares	Sole	2025-10-08
2025-06-30	$123,516	29,835	-5.6%	Shares	Sole	2025-07-21
2025-03-31	$172,552	31,603	+4.8%	Shares	Sole	2025-04-14
2024-12-31	$176,968	30,148	+31.2%	Shares	Sole	2025-01-22
2024-09-30	$195,823	22,984	+2.2%	Shares	Sole	2024-10-24
2024-06-30	$155,904	22,497	-0.1%	Shares	Sole	2024-07-26
2024-03-31	$163,422	22,510	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$160,431	22,438	+10.5%	Shares	Sole	2024-01-19
2023-09-30	$98,445	20,298	-3.6%	Shares	Sole	2023-10-19
2023-06-30	$117,964	21,065	-9.0%	Shares	Sole	2023-07-17
2023-03-31	$113,705	23,158	+14.2%	Shares	Sole	2023-04-20
2022-12-31	$67,143	20,285	-33.7%	Shares	Sole	2023-01-17
2022-09-30	$89,640	30,594	-20.2%	Shares	Sole	2022-11-01
2022-06-30	$135,674	38,326	-0.4%	Shares	Sole	2022-07-29
2022-03-31	$174,264	38,469	+28.3%	Shares	Sole	2022-05-11
2021-12-31	$177,558	29,993	+94.8%	Shares	Sole	2022-01-10
2021-09-30	$107,002	15,396	+39.6%	Shares	Sole	2021-11-24
2021-06-30	$93,161	11,025	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.