Position in UWMC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$47,558
-$30,655 QoQ
Shares Held
20,768
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 289 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Wedmont Private Capital holds $540,832 across 2 Mortgage Finance names. UWMC ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
31,319 | $493,274 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
20,768 | $47,558 |
All Filings in UWMC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,558 | 20,768 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $78,213 | 21,606 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $73,220 | 16,717 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $191,560 | 31,455 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $220,365 | 40,360 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $239,830 | 40,857 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $171,362 | 20,113 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $125,779 | 18,150 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $101,661 | 14,003 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $110,782 | 15,494 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||