Position in UWMC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,494,343
-$1,413,266 QoQ
Shares Held
5,019,364
+40.8% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 289 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $549,614,394 across 9 Mortgage Finance names. UWMC ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
22,268,377 | $350,726,937 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,622,038 | $88,725,478 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
922,212 | $80,324,665 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
5,019,364 | $11,494,343 | |
| 5 | ONIT |
Onity Group Inc.
|
148,390 | $5,898,502 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
180,526 | $4,964,465 | |
| 7 | VEL |
Velocity Financial, Inc.
|
249,731 | $4,610,034 | |
| 8 | LDI |
loanDepot, Inc.
|
2,200,895 | $2,751,118 |
All Filings in UWMC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,494,343 | 5,019,364 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $12,907,609 | 3,565,638 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,628,711 | 3,111,578 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,773,374 | 2,590,045 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,813,906 | 1,887,417 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,985,096 | 1,645,622 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,443,385 | 1,608,754 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,564,555 | 1,592,084 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,504,930 | 1,515,863 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,288,820 | 1,554,934 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,866,341 | 1,519,768 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,151,189 | 1,474,472 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,912,335 | 1,412,917 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,758,379 | 1,376,452 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,438,792 | 1,341,025 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $3,837,787 | 1,309,825 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $4,894,159 | 1,382,531 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,950,390 | 1,755,053 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,085,103 | 1,196,808 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,627,645 | 953,618 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,194,306 | 733,054 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $211,731 | 26,700 | Shares | Defined | 2021-07-09 | |
| No filing history on record for this holder in this stock. | ||||||