AB
UWMC icon

Amalgamated Bank’s UWM Holdings UWMC Stock Holding History

Amalgamated Bank’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
Q2 		$30K Buy
13,237
+3,221
+32% +$10K ﹤0.01% 1627
2026
Q1 		$36K Buy
10,016
+1,056
+12% +$4.86K ﹤0.01% 1612
2025
Q4 		$39K Buy
8,960
+2,681
+43% +$14.4K ﹤0.01% 1896
2025
Q3 		$38K Buy
6,279
+84
+1% +$440 ﹤0.01% 1925
2025
Q2 		$26K Buy
6,195
+249
+4% +$1.09K ﹤0.01% 2024
2025
Q1 		$32K Buy
5,946
+95
+2% +$577 ﹤0.01% 1923
2024
Q4 		$34K Hold
5,851
– – ﹤0.01% 1945
2024
Q3 		$50K Sell
5,851
-11,440
-66% -$96.4K ﹤0.01% 1849
2024
Q2 		$120K Sell
17,291
-842
-5% -$5.79K ﹤0.01% 1684
2024
Q1 		$132K Sell
18,133
-9,581
-35% -$64.7K ﹤0.01% 1679
2023
Q4 		$198K Buy
27,714
+225
+0.8% +$1.27K ﹤0.01% 1794
2023
Q3 		$133K Buy
27,489
+12,786
+87% +$73.7K ﹤0.01% 1915
2023
Q2 		$82K Sell
14,703
-4,184
-22% -$22.5K ﹤0.01% 2136
2023
Q1 		$93K Sell
18,887
-1,519
-7% -$6.66K ﹤0.01% 2084
2022
Q4 		$68K Hold
20,406
– – ﹤0.01% 2300
2022
Q3 		$60K Buy
20,406
+217
+1% +$799 ﹤0.01% 2381
2022
Q2 		$71K Buy
20,189
+1,665
+9% +$6.38K ﹤0.01% 2321
2022
Q1 		$84K Buy
18,524
+915
+5% +$4.42K ﹤0.01% 2266
2021
Q4 		$104K Buy
17,609
+2,396
+16% +$16.2K ﹤0.01% 2060
2021
Q3 		$106K Buy
+15,213
New +$113K ﹤0.01% 2080

Other funds holding UWMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Amalgamated Bank's UWMC Position: Q2 2026 in Review

Amalgamated Bank increased its UWM Holdings (UWMC) stake by 32% in Q2 2026, buying an estimated $10K and bringing the position to 13,237 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Amalgamated Bank first reported a position in UWMC in Q3 2021 and has held it in 20 quarters since. The position peaked at $198K in Q4 2023. 123 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Amalgamated Bank held 13,237 shares of UWM Holdings worth $30K as of Q2 2026.
  • Amalgamated Bank bought 3,221 UWM Holdings shares in Q2 2026, an estimated $10K.
  • UWM Holdings made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1627 holding.
  • Amalgamated Bank first reported a position in UWM Holdings in Q3 2021 and has held it in 20 quarters since.
  • Amalgamated Bank's UWM Holdings position peaked at $198K in Q4 2023.
  • 123 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.