Position in UWMC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$341,981
-$693,848 QoQ
Shares Held
149,337
-47.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 289 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Derivatives in UWMC
reported options exposure · as of Jun 30, 2021CallValue
$4,509,765
CallShares
533,700
PutValue
$0
PutShares
0
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, 2026CITIGROUP INC holds $41,500,019 across 8 Mortgage Finance names. UWMC ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
2,166,015 | $34,114,736 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
51,412 | $4,477,984 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
38,452 | $2,103,323 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
149,337 | $341,981 | |
| 5 | ONIT |
Onity Group Inc.
|
3,489 | $138,687 | |
| 6 | VEL |
Velocity Financial, Inc.
|
6,983 | $128,904 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
4,679 | $128,672 | |
| 8 | LDI |
loanDepot, Inc.
|
52,586 | $65,732 |
All Filings in UWMC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,981 | 149,337 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,035,829 | 286,141 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,642,878 | 603,397 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $652,421 | 107,130 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $412,637 | 99,671 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,118,682 | 204,887 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $509,909 | 86,867 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $161,513 | 18,957 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $319,797 | 46,147 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $711,835 | 98,049 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $283,561 | 39,659 | Shares | Defined | 2024-02-09 | |
| 2023-06-30 | $229,622 | 41,004 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $336,726 | 68,580 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $145,090 | 43,834 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $144,088 | 49,177 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $230,174 | 65,021 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $310,531 | 68,550 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $525,452 | 88,759 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $582,535 | 83,818 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $4,509,765 | 533,700 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $585,018 | 69,233 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $566,749 | 71,469 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||