Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,222
-$26,526 QoQ
Shares Held
26,735
+10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 289 holders
Holding Since
Jun 2025
4 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 Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $44,686,980 across 6 Mortgage Finance names. UWMC ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,703,222 | $42,575,745 | |
| 2 | ONIT |
Onity Group Inc.
|
24,215 | $962,545 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
13,172 | $720,508 | |
| 4 | GHI |
Greystone Housing Impact Investors LP
|
61,032 | $353,985 | |
| 5 | UWMC |
UWM Holdings Corp
This page
|
26,735 | $61,222 | |
| 6 | LDI |
loanDepot, Inc.
|
10,381 | $12,975 |
All Filings in UWMC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,222 | 26,735 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $87,748 | 24,240 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $50,969 | 11,637 | Shares | Defined | 2026-02-18 | |
| 2025-06-30 | $35,189 | 8,500 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||