Basswood Capital Management’s UWM Holdings UWMC Stock Holding History

Basswood Capital Management’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	$49K	Sell	21,405 -457,040	-96%	-$1.42M	﹤0.01%	111
2026 Q1	$1.73M	Sell	478,445 -1,447,962	-75%	-$6.66M	0.08%	97
2025 Q4	$8.44M	Sell	1,926,407 -205,254	-10%	-$1.1M	0.34%	74
2025 Q3	$13M	Buy	+2,131,661	New	+$11.2M	0.53%	59
2025 Q1	–	Sell	-1,124,694	Closed	-$6.6M	–	121
2024 Q4	$6.6M	Buy	+1,124,694	New	+$7.32M	0.38%	67
2023 Q4	–	Sell	-312,164	Closed	-$1.51M	–	107
2023 Q3	$1.51M	Sell	312,164 -27,426	-8%	-$158K	0.11%	90
2023 Q2	$1.9M	Sell	339,590 -634,042	-65%	-$3.41M	0.14%	85
2023 Q1	$4.78M	Buy	+973,632	New	+$4.27M	0.33%	76
2022 Q4	–	Sell	-797,384	Closed	-$2.34M	–	130
2022 Q3	$2.34M	Buy	797,384 +300,075	+60%	+$1.1M	0.17%	88
2022 Q2	$1.76M	Buy	497,309 +101,013	+25%	+$387K	0.11%	102
2022 Q1	$1.79M	Hold	396,296	–	–	0.09%	104
2021 Q4	$2.35M	Sell	396,296 -457,642	-54%	-$3.09M	0.11%	99
2021 Q3	$5.93M	Sell	853,938 -190,712	-18%	-$1.42M	0.24%	73
2021 Q2	$8.83M	Buy	1,044,650 +793,621	+316%	+$6.64M	0.37%	58
2021 Q1	$1.99M	Sell	251,029 -305,813	-55%	-$2.97M	0.09%	89
2020 Q4	$7.31M	Buy	+556,842	New	+$5.83M	0.45%	48

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Basswood Capital Management's UWMC Position: Q2 2026 in Review

Basswood Capital Management reduced its UWM Holdings (UWMC) stake by 96% in Q2 2026, selling an estimated $1.42M and leaving 21,405 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #111.

Basswood Capital Management first reported a position in UWMC in Q4 2020 and has held it in 16 quarters since. The position peaked at $13M in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Basswood Capital Management held 21,405 shares of UWM Holdings worth $49K as of Q2 2026.
Basswood Capital Management sold 457,040 UWM Holdings shares in Q2 2026, an estimated $1.42M.
UWM Holdings made up ﹤0.01% of Basswood Capital Management's portfolio in Q2 2026, its #111 holding.
Basswood Capital Management first reported a position in UWM Holdings in Q4 2020 and has held it in 16 quarters since.
Basswood Capital Management's UWM Holdings position peaked at $13M in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.