Position in UWMC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,829
+$4,340 QoQ
Shares Held
3,419
+254.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 46 holders
Holding Since
Dec 2024
7 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, 2026SBI Securities Co., Ltd. holds $244,135 across 7 Mortgage Finance names. UWMC ranks #3 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
13,025 | $205,143 | |
| 2 | LDI |
loanDepot, Inc.
|
8,869 | $11,086 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
3,419 | $7,829 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
138 | $7,548 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
80 | $6,968 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
202 | $5,555 | |
| 7 | BLNE |
Beeline Holdings, Inc.
|
5 | $6 |
All Filings in UWMC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,829 | 3,419 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $3,489 | 964 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,861 | 425 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $2,667 | 438 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,631 | 394 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,845 | 338 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $4,737 | 807 | Shares | Defined | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||