Corient Private Wealth LLC

Position in UWMC — UWM Holdings Corp

CIK 1948780 MIAMI, FL

Position in UWMC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$22,959

-$144,596 QoQ

Shares Held

10,026

-78.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#230

of 289 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 12% Shared 21% None 67%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $3,914,404 across 5 Mortgage Finance names. UWMC ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	26,048	$2,268,780
2	RKT	Rocket Companies, Inc.	56,767	$894,080
3	WD	Walker & Dunlop, Inc.	11,007	$602,082
4	GHI	Greystone Housing Impact Investors LP	21,811	$126,503
5	UWMC	UWM Holdings Corp This page	10,026	$22,959

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,959	10,026	-78.3%	Shares	Sole	2026-08-17
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.