Position in UWMC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,437
-$1,001 QoQ
Shares Held
1,502
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026Coston, McIsaac & Partners holds $5,800 across 2 Mortgage Finance names. UWMC ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
1,502 | $5,437 | |
| 2 | FNMA |
Federal National Mortgage Association Fannie Mae
|
50 | $363 |
All Filings in UWMC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,437 | 1,502 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,438 | 1,470 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,787 | 1,443 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,833 | 1,409 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,518 | 1,377 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,936 | 1,352 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,357 | 1,333 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $9,119 | 1,316 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,401 | 1,295 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $9,123 | 1,276 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,072 | 1,252 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,893 | 1,231 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,926 | 1,207 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,895 | 1,177 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,343 | 1,141 | 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. | ||||||