Position in UWMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$144,224
-$38,163 QoQ
Shares Held
39,841
-4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 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, 2026US BANCORP \DE\ holds $721,182 across 8 Mortgage Finance names. UWMC ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
30,601 | $436,063 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
39,841 | $144,224 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
992 | $86,700 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
1,066 | $47,309 | |
| 5 | VEL |
Velocity Financial, Inc.
|
224 | $4,052 | |
| 6 | BETRW |
Better Home & Finance Holding Co
|
53 | $1,887 | |
| 7 | ONIT |
Onity Group Inc.
|
21 | $824 | |
| 8 | LDI |
loanDepot, Inc.
|
87 | $123 |
All Filings in UWMC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,224 | 39,841 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $182,387 | 41,641 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $320,370 | 52,606 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $11,699 | 2,826 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $26,601 | 4,872 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $27,552 | 4,694 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $39,958 | 4,690 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $31,427 | 4,535 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $33,214 | 4,575 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $32,711 | 4,575 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $24,264 | 5,003 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $33,678 | 6,014 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $9,491 | 1,933 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $68,636 | 20,736 | Shares | Defined | 2023-02-13 | |
| 2022-03-31 | $294 | 65 | Shares | Defined | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||