Position in UWMC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$44,022
New position
Shares Held
19,224
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $308,307 across 2 Mortgage Finance names. UWMC ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
16,780 | $264,285 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
19,224 | $44,022 |
All Filings in UWMC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,022 | 19,224 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||