Coston, McIsaac & Partners

Position in UWMC — UWM Holdings Corp

CIK 1945037 BAR HARBOR, ME

Position in UWMC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

-$5,434 QoQ

Shares Held

1,502

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#291

of 292 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coston, McIsaac & Partners holds $328 across 2 Mortgage Finance names. UWMC ranks #2 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FNMA	Federal National Mortgage Association Fannie Mae	50	$325
2	UWMC	UWM Holdings Corp This page	1,502	$3

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3	1,502	0.0%	Shares	Sole	2026-08-12
2026-03-31	$5,437	1,502	+2.2%	Shares	Sole	2026-04-22
2025-12-31	$6,438	1,470	+1.9%	Shares	Sole	2026-02-03
2025-09-30	$8,787	1,443	+2.4%	Shares	Sole	2025-11-05
2025-06-30	$5	1,409	+2.3%	Shares	Sole	2025-08-12
2025-03-31	$7,518	1,377	+1.8%	Shares	Sole	2025-05-13
2024-12-31	$7	1,352	+1.4%	Shares	Sole	2025-01-23
2024-09-30	$11,357	1,333	+1.3%	Shares	Sole	2024-10-22
2024-06-30	$9,119	1,316	+1.6%	Shares	Sole	2024-07-31
2024-03-31	$9,401	1,295	+1.5%	Shares	Sole	2024-04-17
2023-12-31	$9,123	1,276	+1.9%	Shares	Sole	2024-01-23
2023-09-30	$6,072	1,252	+1.7%	Shares	Sole	2023-11-14
2023-06-30	$6	1,231	+2.0%	Shares	Sole	2023-08-01
2023-03-31	$5	1,207	+2.5%	Shares	Sole	2023-04-19
2022-12-31	$3	1,177	+3.2%	Shares	Sole	2023-02-09
2022-09-30	$3,343	1,141	+2.5%	Shares	Sole	2022-10-31
2022-06-30	$3,940	1,113	—	Shares	Sole	2022-09-21
No filing history on record for this holder in this stock.