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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
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

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Farther Finance Advisors's UWMC Position: Q2 2026 in Review

Farther Finance Advisors reduced its UWM Holdings (UWMC) stake by 67% in Q2 2026, selling an estimated $18.5K and leaving 2,985 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4627.

Farther Finance Advisors first reported a position in UWMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.6K in Q4 2025. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Farther Finance Advisors held 2,985 shares of UWM Holdings worth $6.83K as of Q2 2026.
  • Farther Finance Advisors sold 5,947 UWM Holdings shares in Q2 2026, an estimated $18.5K.
  • UWM Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4627 holding.
  • Farther Finance Advisors first reported a position in UWM Holdings in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's UWM Holdings position peaked at $37.6K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.