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Farther Finance Advisors’s UWM Holdings UWMC Stock Holding History

Farther Finance Advisors’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
Q3 		$12.8K Buy
10,823
+7,838
+263% +$12.6K ﹤0.01% 4470
2026
Q2 		$6.83K Sell
2,985
-5,947
-67% -$18.5K ﹤0.01% 4627
2026
Q1 		$32.5K Buy
8,932
+336
+4% +$1.55K ﹤0.01% 3307
2025
Q4 		$37.6K Buy
8,596
+8,027
+1,411% +$43.2K ﹤0.01% 2999
2025
Q3 		$3.46K Sell
569
-179
-24% -$938 ﹤0.01% 3917
2025
Q2 		$3.1K Buy
748
+492
+192% +$2.16K ﹤0.01% 3546
2025
Q1 		$1.37K Hold
256
– – ﹤0.01% 3520
2024
Q4 		$1.5K Buy
256
+100
+64% +$651 ﹤0.01% 3116
2024
Q3 		$1.33K Sell
156
-300
-66% -$2.53K ﹤0.01% 3153
2024
Q2 		$3.08K Buy
456
+71
+18% +$488 ﹤0.01% 2613
2024
Q1 		$2.53K Buy
385
+250
+185% +$1.69K ﹤0.01% 2391
2023
Q4 		$965 Buy
+135
New +$762 ﹤0.01% 2748

Other funds holding UWMC

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors's UWMC Position: Q3 2026 in Review

Farther Finance Advisors increased its UWM Holdings (UWMC) stake by 263% in Q3 2026, buying an estimated $12.6K and bringing the position to 10,823 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4470.

Farther Finance Advisors first reported a position in UWMC in Q4 2023 and has held it in 12 quarters since. The position peaked at $37.6K in Q4 2025. 6 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Farther Finance Advisors held 10,823 shares of UWM Holdings worth $12.8K as of Q3 2026.
  • Farther Finance Advisors bought 7,838 UWM Holdings shares in Q3 2026, an estimated $12.6K.
  • UWM Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4470 holding.
  • Farther Finance Advisors first reported a position in UWM Holdings in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's UWM Holdings position peaked at $37.6K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.