Steward Partners Investment Advisory, LLC

Position in UWMC — UWM Holdings Corp

CIK 1723397 STAMFORD, CT

Position in UWMC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,729,004

-$759,868 QoQ

Shares Held

1,191,705

+23.6% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#44

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

Steward Partners Investment Advisory, LLC holds $4,600,656 across 5 Mortgage Finance names. UWMC ranks #1 (59.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp This page	1,191,705	$2,729,004
2	RKT	Rocket Companies, Inc.	80,965	$1,275,198
3	WD	Walker & Dunlop, Inc.	10,758	$588,462
4	LDI	loanDepot, Inc.	5,000	$6,250
5	PFSI	PennyMac Financial Services, Inc.	20	$1,742

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,729,004	1,191,705	+23.6%	Shares	Sole	2026-08-13
2026-03-31	$3,488,872	963,777	+0.0%	Shares	Sole	2026-05-08
2025-12-31	$4,221,277	963,762	+0.0%	Shares	Sole	2026-02-12
2025-09-30	$5,869,231	963,749	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$3,989,854	963,733	+76205.1%	Shares	Sole	2025-08-12
2025-03-31	$6,895	1,263	+94.0%	Shares	Sole	2025-05-13
2024-12-31	$3,821	651	+1.4%	Shares	Sole	2025-02-06
2024-09-30	$5,469	642	+1.4%	Shares	Sole	2024-11-14
2024-06-30	$4,386	633	+1.4%	Shares	Sole	2024-08-08
2024-03-31	$4,530	624	+1.6%	Shares	Sole	2024-05-15
2023-12-31	$4,390	614	+1.8%	Shares	Sole	2024-02-12
2023-09-30	$2,924	603	+1.9%	Shares	Sole	2023-11-13
2023-06-30	$3,315	592	+1.9%	Shares	Sole	2023-08-14
2023-03-31	$2,852	581	+112.8%	Shares	Sole	2023-05-15
2022-12-31	$903	273	+3.0%	Shares	Sole	2023-02-15
2022-09-30	$776	265	+2.3%	Shares	Sole	2022-11-10
2022-06-30	$916	259	+67.1%	Shares	Sole	2022-08-04
2022-03-31	$702	155	+2.0%	Shares	Sole	2022-05-02
2021-12-31	$899	152	+1.3%	Shares	Sole	2022-02-08
2021-09-30	$1,042	150	0.0%	Shares	Sole	2021-11-12
2021-06-30	$1,267	150	-26.1%	Shares	Sole	2021-08-13
2021-03-31	$1,609	203	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.