Position in UWMC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$984,700
+$467,040 QoQ
Shares Held
430,000
+200.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#60
of 291 holders
Holding Since
Mar 2026
2 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, 2026Pacific Capital Wealth Advisors, Inc. holds $984,700 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
|
430,000 | $984,700 |
All Filings in UWMC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,700 | 430,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $517,660 | 143,000 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||