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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $334,165 across 3 Mortgage Finance names. UWMC ranks #3 (12.5% of the industry book) .
All Filings in UWMC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,792 | 11,545 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $49,647 | 11,335 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||