Kestra Advisory Services, LLC

Position in UWMC — UWM Holdings Corp

CIK 1830819 AUSTIN, TX

Position in UWMC

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$44,851

-$9,789 QoQ

Shares Held

12,390

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Financial Services · as of Mar 31, 2026

Kestra Advisory Services, LLC holds $1,965,126 across 4 Mortgage Finance names. UWMC ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	87,407	$1,245,549
2	WD	Walker & Dunlop, Inc.	13,359	$592,872
3	GHI	Greystone Housing Impact Investors LP	16,637	$81,854
4	UWMC	UWM Holdings Corp This page	12,390	$44,851

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,851	12,390	-0.7%	Shares	Sole	2026-04-30
2025-12-31	$54,640	12,475	-19.1%	Shares	Sole	2026-02-13
2025-09-30	$93,871	15,414	+31.1%	Shares	Sole	2025-11-14
2025-03-31	$64,204	11,759	-4.2%	Shares	Sole	2025-05-14
2024-12-31	$72,030	12,271	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.