Position in UWMC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$150,395
-$113,219 QoQ
Shares Held
65,675
-9.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#143
of 292 holders
Holding Since
Mar 2026
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 Jun 30, 2026Ascentis Independent Advisors holds $150,395 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
|
65,675 | $150,395 |
All Filings in UWMC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,395 | 65,675 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $263,614 | 72,822 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||