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Affinity Capital Advisors’s UWM Holdings UWMC Stock Holding History

Affinity Capital Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.8K Buy
+21,098
New +$33.9K ﹤0.01% 231

Other funds holding UWMC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Affinity Capital Advisors's UWMC Position: Q3 2026 in Review

Affinity Capital Advisors opened a new position in UWM Holdings (UWMC) in Q3 2026: 21,098 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #231 among its holdings.

20 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Affinity Capital Advisors held 21,098 shares of UWM Holdings worth $22.8K as of Q3 2026.
  • UWM Holdings was a new Affinity Capital Advisors position in Q3 2026.
  • UWM Holdings made up ﹤0.01% of Affinity Capital Advisors's portfolio in Q3 2026, its #231 holding.
  • 20 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.