Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,817
-$16,187 QoQ
Shares Held
13,894
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 289 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $31,817 across 1 Mortgage Finance name. UWMC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
13,894 | $31,817 |
All Filings in UWMC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,817 | 13,894 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $48,004 | 13,261 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $58,087 | 13,262 | Shares | Other | 2026-02-06 | |
| 2025-06-30 | $102,663 | 24,798 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||