ROTHSCHILD INVESTMENT LLC

Position in UWMC — UWM Holdings Corp

CIK 85338 CHICAGO, IL

Position in UWMC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$33,887

+$3,617 QoQ

Shares Held

14,798

+77.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#206

of 289 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $156,244 across 6 Mortgage Finance names. UWMC ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	5,616	$88,452
2	UWMC	UWM Holdings Corp This page	14,798	$33,887
3	WD	Walker & Dunlop, Inc.	401	$21,934
4	PFSI	PennyMac Financial Services, Inc.	95	$8,274
5	ONIT	Onity Group Inc.	61	$2,424
6	VEL	Velocity Financial, Inc.	69	$1,273

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,887	14,798	+77.0%	Shares	Sole	2026-08-06
2026-03-31	$30,270	8,362	+2160.0%	Shares	Sole	2026-05-07
2025-12-31	$1,620	370	+13.8%	Shares	Sole	2026-02-10
2025-09-30	$1,979	325	+261.1%	Shares	Sole	2025-11-07
2025-06-30	$372	90	+125.0%	Shares	Sole	2025-08-11
2025-03-31	$218	40	-99.9%	Shares	Sole	2025-04-08
2023-12-31	$306,735	42,900	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.