Position in UWMC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,214
-$28,814 QoQ
Shares Held
6,645
-45.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 291 holders
Holding Since
Dec 2021
11 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, 2026EverSource Wealth Advisors, LLC holds $463,154 across 9 Mortgage Finance names. UWMC ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
19,791 | $311,704 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,106 | $60,496 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
|
10,000 | $58,000 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
6,645 | $15,214 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
144 | $12,540 | |
| 6 | ONIT |
Onity Group Inc.
|
77 | $3,059 | |
| 7 | VEL |
Velocity Financial, Inc.
|
50 | $920 | |
| 8 | LDI |
loanDepot, Inc.
|
714 | $892 |
All Filings in UWMC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,214 | 6,645 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $44,028 | 12,164 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $49,530 | 11,309 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,833 | 4,735 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,930 | 5,781 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,288 | 7,196 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,201 | 1,738 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,958 | 582 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,426 | 206 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $646 | 89 | Shares | Sole | 2024-06-11 | |
| 2021-12-31 | $1,000 | 169 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||