Position in UWMC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$91,380
-$118,449 QoQ
Shares Held
39,904
-31.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 289 holders
Holding Since
Mar 2025
5 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, 2026Summit Trail Advisors, LLC holds $754,344 across 2 Mortgage Finance names. UWMC ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
42,093 | $662,964 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
39,904 | $91,380 |
All Filings in UWMC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,380 | 39,904 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $209,829 | 57,964 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $501,321 | 114,457 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $513,904 | 84,385 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $123,215 | 22,567 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||