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NFJ INVESTMENT GROUP, LLC

Position in UWMC — UWM Holdings Corp

CIK 1862664 DALLAS, TX

Position in UWMC

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$4,304,961
-$871,051 QoQ
Shares Held
1,189,216
+0.6% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 8% Shared 92% None 0%

Common Shares in UWMC Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

NFJ INVESTMENT GROUP, LLC holds $2,981,579 across 2 Mortgage Finance names.

# Ticker Company Shares Value (USD) Open

All Filings in UWMC

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,304,961 1,189,216
2025-12-31 $5,176,012 1,181,738