Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,908,119
-$388,618 QoQ
Shares Held
833,240
+31.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
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)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $56,880,416 across 9 Mortgage Finance names. UWMC ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,123,437 | $49,194,131 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
27,143 | $2,364,153 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
41,926 | $2,293,350 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
833,240 | $1,908,119 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
13,760 | $378,399 | |
| 6 | VEL |
Velocity Financial, Inc.
|
14,072 | $259,768 | |
| 7 | ONIT |
Onity Group Inc.
|
5,904 | $234,684 | |
| 8 | LDI |
loanDepot, Inc.
|
108,267 | $135,333 |
All Filings in UWMC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,908,119 | 833,240 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,296,737 | 634,458 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $790,383 | 180,453 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,309,308 | 379,197 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,192,435 | 288,028 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $483,487 | 88,551 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $381,372 | 64,970 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $503,709 | 59,121 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $250,462 | 36,142 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $266,564 | 36,717 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $395,222 | 55,276 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $273,751 | 56,444 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $324,917 | 58,021 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $282,486 | 57,533 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $223,035 | 67,383 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $192,614 | 65,739 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $233,473 | 65,953 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,427,576 | 535,889 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,145,212 | 531,286 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $413,592 | 59,510 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $385,327 | 45,601 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $761,380 | 96,013 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||