Bank of New York Mellon
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Bank of New York Mellon’s UWM Holdings UWMC Stock Holding History

Bank of New York Mellon’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 		$4.59M Buy
2,005,793
+9,411
+0.5% +$29.2K ﹤0.01% 2489
2026
Q1 		$7.23M Sell
1,996,382
-218,609
-10% -$1.01M ﹤0.01% 2106
2025
Q4 		$9.7M Buy
2,214,991
+478,676
+28% +$2.57M ﹤0.01% 1938
2025
Q3 		$10.6M Buy
1,736,315
+489,234
+39% +$2.56M ﹤0.01% 1898
2025
Q2 		$5.16M Buy
1,247,081
+175,684
+16% +$772K ﹤0.01% 2251
2025
Q1 		$5.85M Sell
1,071,397
-16,581
-2% -$101K ﹤0.01% 2142
2024
Q4 		$6.39M Buy
1,087,978
+147,459
+16% +$960K ﹤0.01% 2161
2024
Q3 		$8.01M Buy
940,519
+32,360
+4% +$273K ﹤0.01% 2047
2024
Q2 		$6.29M Buy
908,159
+37,190
+4% +$256K ﹤0.01% 2210
2024
Q1 		$6.32M Buy
870,969
+6,129
+0.7% +$41.4K ﹤0.01% 2202
2023
Q4 		$6.18M Buy
864,840
+18,082
+2% +$102K ﹤0.01% 2256
2023
Q3 		$4.11M Buy
846,758
+14,623
+2% +$84.2K ﹤0.01% 2420
2023
Q2 		$4.66M Buy
832,135
+2,284
+0.3% +$12.3K ﹤0.01% 2364
2023
Q1 		$4.07M Sell
829,851
-27,597
-3% -$121K ﹤0.01% 2412
2022
Q4 		$2.84M Sell
857,448
-14,948
-2% -$56K ﹤0.01% 2656
2022
Q3 		$2.56M Buy
872,396
+44,422
+5% +$164K ﹤0.01% 2679
2022
Q2 		$2.93M Buy
827,974
+38,083
+5% +$146K ﹤0.01% 2621
2022
Q1 		$3.58M Buy
789,891
+19,173
+2% +$92.5K ﹤0.01% 2599
2021
Q4 		$4.56M Buy
770,718
+628,106
+440% +$4.24M ﹤0.01% 2516
2021
Q3 		$991K Buy
142,612
+80,229
+129% +$597K ﹤0.01% 3399
2021
Q2 		$527K Buy
+62,383
New +$522K ﹤0.01% 3747

Other funds holding UWMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Bank of New York Mellon's UWMC Position: Q2 2026 in Review

Bank of New York Mellon increased its UWM Holdings (UWMC) stake by 0.47% in Q2 2026, buying an estimated $29.2K and bringing the position to 2,005,793 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Bank of New York Mellon first reported a position in UWMC in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q3 2025. 147 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Bank of New York Mellon held 2,005,793 shares of UWM Holdings worth $4.59M as of Q2 2026.
  • Bank of New York Mellon bought 9,411 UWM Holdings shares in Q2 2026, an estimated $29.2K.
  • UWM Holdings made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2489 holding.
  • Bank of New York Mellon first reported a position in UWM Holdings in Q2 2021 and has held it in 21 quarters since.
  • Bank of New York Mellon's UWM Holdings position peaked at $10.6M in Q3 2025.
  • 147 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.