Position in UWMC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$29,543
-$24,398 QoQ
Shares Held
12,901
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 289 holders
Holding Since
Dec 2025
3 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, 2026Beacon Pointe Advisors, LLC holds $308,585 across 2 Mortgage Finance names. UWMC ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
17,717 | $279,042 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
12,901 | $29,543 |
All Filings in UWMC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,543 | 12,901 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $53,941 | 14,901 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $100,118 | 22,858 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||