STIFEL FINANCIAL CORP

Position in UWMC — UWM Holdings Corp

CIK 720672 ST. LOUIS, MO

Position in UWMC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$26,490

-$28,737 QoQ

Shares Held

11,568

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#221

of 289 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $7,374,316 across 3 Mortgage Finance names. UWMC ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	450,035	$7,088,050
2	GHI	Greystone Housing Impact Investors LP	44,789	$259,776
3	UWMC	UWM Holdings Corp This page	11,568	$26,490

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,490	11,568	-8.3%	Shares	Defined	2026-08-12
2025-12-31	$55,227	12,609	-44.9%	Shares	Defined	2026-02-13
2025-06-30	$94,669	22,867	+100.4%	Shares	Defined	2025-08-14
2023-03-31	$56,032	11,412	-16.2%	Shares	Defined	2023-05-12
2022-12-31	$45,055	13,612	-32.3%	Shares	Defined	2023-02-13
2022-09-30	$58,951	20,120	-11.4%	Shares	Defined	2022-11-14
2022-06-30	$80,432	22,721	-24.6%	Shares	Defined	2022-08-15
2022-03-31	$136,484	30,129	+22.2%	Shares	Defined	2022-05-13
2021-12-31	$145,916	24,648	—	Shares	Defined	2022-02-14
No filing history on record for this holder in this stock.