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Brighton Jones LLC’s UWM Holdings UWMC Stock Holding History

Brighton Jones LLC’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 		$37.9K Sell
16,560
-2,058
-11% -$6.39K ﹤0.01% 1378
2026
Q1 		$67.4K Buy
+18,618
New +$85.7K ﹤0.01% 1150

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Brighton Jones LLC's UWMC Position: Q2 2026 in Review

Brighton Jones LLC reduced its UWM Holdings (UWMC) stake by 11% in Q2 2026, selling an estimated $6.39K and leaving 16,560 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Brighton Jones LLC first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $67.4K in Q1 2026. 139 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Brighton Jones LLC held 16,560 shares of UWM Holdings worth $37.9K as of Q2 2026.
  • Brighton Jones LLC sold 2,058 UWM Holdings shares in Q2 2026, an estimated $6.39K.
  • UWM Holdings made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1378 holding.
  • Brighton Jones LLC first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
  • Brighton Jones LLC's UWM Holdings position peaked at $67.4K in Q1 2026.
  • 139 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.