Position in UWMC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,419,394
-$573,980 QoQ
Shares Held
619,823
+12.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#53
of 289 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Carrera Capital Advisors holds $1,862,394 across 2 Mortgage Finance names. UWMC ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
619,823 | $1,419,394 | |
| 2 | RKT |
Rocket Companies, Inc.
|
28,127 | $443,000 |
All Filings in UWMC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,419,394 | 619,823 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,993,374 | 550,656 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,424,774 | 325,291 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,713,799 | 281,412 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,013,604 | 486,378 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,628,280 | 481,370 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,182,065 | 201,374 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,707,143 | 200,369 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||