Bank of America
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Bank of America’s UWM Holdings UWMC Stock Holding History

Bank of America’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 		$17.5M Buy
7,634,328
+664,519
+10% +$2.07M ﹤0.01% 2599
2026
Q1 		$25.2M Buy
6,969,809
+3,905,286
+127% +$18M ﹤0.01% 2192
2025
Q4 		$13.4M Sell
3,064,523
-2,215,000
-42% -$11.9M ﹤0.01% 2623
2025
Q3 		$32.2M Buy
5,279,523
+1,520,923
+40% +$7.97M ﹤0.01% 2144
2025
Q2 		$15.6M Buy
3,758,600
+1,819,129
+94% +$8M ﹤0.01% 2808
2025
Q1 		$10.6M Buy
1,939,471
+1,549,317
+397% +$9.41M ﹤0.01% 3074
2024
Q4 		$2.29M Sell
390,154
-470,993
-55% -$3.07M ﹤0.01% 4335
2024
Q3 		$7.34M Buy
861,147
+557,285
+183% +$4.7M ﹤0.01% 3378
2024
Q2 		$2.11M Sell
303,862
-298,546
-50% -$2.05M ﹤0.01% 4404
2024
Q1 		$4.37M Buy
602,408
+340,817
+130% +$2.3M ﹤0.01% 3740
2023
Q4 		$1.87M Buy
261,591
+213,176
+440% +$1.2M ﹤0.01% 4482
2023
Q3 		$235K Sell
48,415
-152,072
-76% -$876K ﹤0.01% 5813
2023
Q2 		$1.12M Buy
200,487
+129,526
+183% +$697K ﹤0.01% 4693
2023
Q1 		$348K Sell
70,961
-332,631
-82% -$1.46M ﹤0.01% 5606
2022
Q4 		$1.34M Buy
403,592
+25,408
+7% +$95.2K ﹤0.01% 4613
2022
Q3 		$1.11M Sell
378,184
-53,830
-12% -$198K ﹤0.01% 4813
2022
Q2 		$1.53M Buy
432,014
+127,347
+42% +$488K ﹤0.01% 4532
2022
Q1 		$1.38M Buy
304,667
+145,591
+92% +$703K ﹤0.01% 4937
2021
Q4 		$942K Sell
159,076
-77,962
-33% -$526K ﹤0.01% 5348
2021
Q3 		$1.65M Buy
237,038
+209,313
+755% +$1.56M ﹤0.01% 4618
2021
Q2 		$234K Sell
27,725
-180,061
-87% -$1.51M ﹤0.01% 5988
2021
Q1 		$1.65M Buy
207,786
+205,785
+10,284% +$2M ﹤0.01% 4427
2020
Q4 		$26K Buy
+2,001
New +$20.9K ﹤0.01% 6528

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America's UWMC Position: Q2 2026 in Review

Bank of America increased its UWM Holdings (UWMC) stake by 9.5% in Q2 2026, buying an estimated $2.07M and bringing the position to 7,634,328 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Bank of America first reported a position in UWMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $32.2M in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Bank of America held 7,634,328 shares of UWM Holdings worth $17.5M as of Q2 2026.
  • Bank of America bought 664,519 UWM Holdings shares in Q2 2026, an estimated $2.07M.
  • UWM Holdings made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2599 holding.
  • Bank of America first reported a position in UWM Holdings in Q4 2020 and has held it in 23 quarters since.
  • Bank of America's UWM Holdings position peaked at $32.2M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.