Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,482,610
-$7,748,096 QoQ
Shares Held
7,634,328
+9.5% QoQ
Ownership
0.476%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 289 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Derivatives in UWMC
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$348,357
PutShares
76,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $375,713,210 across 9 Mortgage Finance names. UWMC ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
19,729,308 | $310,736,599 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
286,228 | $24,930,458 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
373,617 | $20,436,847 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
7,634,328 | $17,482,610 | |
| 5 | LDI |
loanDepot, Inc.
|
536,747 | $670,933 | |
| 6 | VEL |
Velocity Financial, Inc.
|
33,221 | $613,259 | |
| 7 | ONIT |
Onity Group Inc.
|
15,407 | $612,428 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
7,896 | $217,140 |
All Filings in UWMC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,482,610 | 7,634,328 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,230,706 | 6,969,809 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $13,422,606 | 3,064,523 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $32,152,291 | 5,279,523 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $15,560,601 | 3,758,600 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,589,509 | 1,939,471 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,290,203 | 390,154 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,336,970 | 861,147 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,105,762 | 303,862 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,373,480 | 602,408 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,870,374 | 261,591 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $234,811 | 48,415 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,122,725 | 200,487 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $348,417 | 70,961 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,335,888 | 403,592 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,108,077 | 378,184 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,529,328 | 432,014 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $348,357 | 76,900 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $1,380,139 | 304,667 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $455,248 | 76,900 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $941,728 | 159,076 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,647,414 | 237,038 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $234,275 | 27,725 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,647,742 | 207,786 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $1,586,000 | 200,000 | Put | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||