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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Basswood Capital Management's UWMC Position: Q1 2026 in Review

Basswood Capital Management reduced its UWM Holdings (UWMC) stake by 75% in Q1 2026, selling an estimated $6.66M and leaving 478,445 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #97.

Basswood Capital Management first reported a position in UWMC in Q4 2020 and has held it in 15 quarters since. The position peaked at $13M in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Basswood Capital Management held 478,445 shares of UWM Holdings worth $1.73M as of Q1 2026.
  • Basswood Capital Management sold 1,447,962 UWM Holdings shares in Q1 2026, an estimated $6.66M.
  • UWM Holdings made up 0.08% of Basswood Capital Management's portfolio in Q1 2026, its #97 holding.
  • Basswood Capital Management first reported a position in UWM Holdings in Q4 2020 and has held it in 15 quarters since.
  • Basswood Capital Management's UWM Holdings position peaked at $13M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Basswood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.