Avion Wealth

Position in UWMC — UWM Holdings Corp

CIK 1792704 THE WOODLANDS, TX

Position in UWMC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,039

New position

Shares Held

454

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#265

of 291 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $11,643 across 4 Mortgage Finance names. UWMC ranks #2 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	634	$9,985
2	UWMC	UWM Holdings Corp This page	454	$1,039
3	VEL	Velocity Financial, Inc.	30	$553
4	LDI	loanDepot, Inc.	53	$66

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,039	454	—	Shares	Sole	2026-07-31
No filing history on record for this holder in this stock.