Corient Private Wealth LLC

Position in UWMC — UWM Holdings Corp

CIK 1948780 MIAMI, FL

Position in UWMC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$167,555

-$285,647 QoQ

Shares Held

46,286

-55.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 43.661561231583434.ToString("F0")% Shared 53.84701634785729.ToString("F0")% None 2.4914224205592808.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $1,824,766 across 4 Mortgage Finance names. UWMC ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	95,046	$1,354,405
2	PFSI	PennyMac Financial Services, Inc.	2,357	$206,001
3	UWMC	UWM Holdings Corp This page	46,286	$167,555
4	GHI	Greystone Housing Impact Investors LP	19,676	$96,805

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$167,555	46,286	-55.3%	Shares	Sole	2026-05-15
2025-12-31	$453,202	103,471	+258.0%	Shares	Sole	2026-03-09
2025-09-30	$176,037	28,906	+162.6%	Shares	Sole	2025-11-14
2025-06-30	$45,573	11,008	-50.5%	Shares	Sole	2025-09-26
2025-03-31	$121,402	22,235	+119.8%	Shares	Defined	2025-05-14
2024-09-30	$86,179	10,115	-40.2%	Shares	Sole	2024-11-12
2023-06-30	$94,701	16,911	-23.0%	Shares	Sole	2023-08-10
2023-03-31	$107,853	21,966	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.