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TRANSCEND CAPITAL ADVISORS, LLC

Position in UWMC — UWM Holdings Corp

CIK 1776082 MADISON, NJ

Position in UWMC

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$41,792
-$7,855 QoQ
Shares Held
11,545
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $334,165 across 3 Mortgage Finance names. UWMC ranks #3 (12.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 UWMC
UWM Holdings Corp
This page
11,545 $41,792

All Filings in UWMC

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2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $41,792 11,545
2025-12-31 $49,647 11,335