NewEdge Wealth, LLC

Position in UWMC — UWM Holdings Corp

CIK 1861796 STAMFORD, CT

Back to UWMC Full portfolio

Position in UWMC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$29,341

-$9,802 QoQ

Shares Held

12,813

+18.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#216

of 289 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in UWMC Over Time

Shares Held

Position Value (USD)

Derivatives in UWMC

reported options exposure · as of Jun 30, 2026

CallValue

$1,374

CallShares

600

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $1,219,761 across 3 Mortgage Finance names. UWMC ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	10,403	$906,101
2	RKT	Rocket Companies, Inc.	18,052	$284,319
3	UWMC	UWM Holdings Corp This page	12,813	$29,341

All Filings in UWMC

Export CSV

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,374	600	0.0%	Call	Sole	2026-08-10
2026-06-30	$29,341	12,813	+18.5%	Shares	Sole	2026-08-10
2026-03-31	$39,143	10,813	—	Shares	Sole	2026-05-13
2026-03-31	$2,172	600	—	Call	Sole	2026-05-13
No filing history on record for this holder in this stock.