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Financial Connections Group’s UWM Holdings UWMC Stock Holding History

Financial Connections Group’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 		$4K Buy
1,299
+27
+2% +$124 ﹤0.01% 225
2025
Q4 		$5K Buy
1,272
+24
+2% +$129 ﹤0.01% 198
2025
Q3 		$7K Sell
1,248
-1,430
-53% -$7.5K ﹤0.01% 189
2025
Q2 		$11K Buy
2,678
+60
+2% +$264 ﹤0.01% 179
2025
Q1 		$14K Buy
2,618
+48
+2% +$292 0.01% 148
2024
Q4 		$15K Buy
2,570
+35
+1% +$228 0.01% 141
2024
Q3 		$21K Buy
2,535
+34
+1% +$287 0.01% 126
2024
Q2 		$17K Buy
2,501
+38
+2% +$261 0.01% 163
2024
Q1 		$18K Buy
2,463
+37
+2% +$250 0.02% 82
2023
Q4 		$17K Buy
2,426
+46
+2% +$260 0.01% 149
2023
Q3 		$11K Buy
2,380
+41
+2% +$236 0.01% 96
2023
Q2 		$13K Buy
2,339
+43
+2% +$232 0.01% 169
2023
Q1 		$11K Buy
2,296
+60
+3% +$263 0.01% 167
2022
Q4 		$7K Buy
2,236
+67
+3% +$251 0.01% 182
2022
Q3 		$6K Buy
2,169
+56
+3% +$206 0.01% 173
2022
Q2 		$7K Buy
2,113
+49
+2% +$188 0.01% 214
2022
Q1 		$9K Buy
2,064
+35
+2% +$169 0.01% 201
2021
Q4 		$12K Buy
+2,029
New +$13.7K 0.01% 195

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

Financial Connections Group's UWMC Position: Q1 2026 in Review

Financial Connections Group increased its UWM Holdings (UWMC) stake by 2.1% in Q1 2026, buying an estimated $124 and bringing the position to 1,299 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Financial Connections Group first reported a position in UWMC in Q4 2021 and has held it in 18 quarters since. The position peaked at $21K in Q3 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Financial Connections Group held 1,299 shares of UWM Holdings worth $4K as of Q1 2026.
  • Financial Connections Group bought 27 UWM Holdings shares in Q1 2026, an estimated $124.
  • UWM Holdings made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #225 holding.
  • Financial Connections Group first reported a position in UWM Holdings in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's UWM Holdings position peaked at $21K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.