FNY Investment Advisers’s UWM Holdings UWMC Stock Holding History

FNY Investment Advisers’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	$691K	Buy	302,000 +15,700	+5%	+$48.8K	0.25%	128
2026 Q1	$1.04M	Buy	286,300 +51,300	+22%	+$236K	0.45%	57
2025 Q4	$1.03M	Buy	+235,000	New	+$1.26M	0.29%	84
2023 Q2	–	Sell	-140	Closed	–	–	709
2023 Q1	$0	Sell	140 -30	-18%	-$132	﹤0.01%	748
2022 Q4	$0	Sell	170 -30	-15%	-$112	﹤0.01%	758
2022 Q3	$0	Hold	200	–	–	﹤0.01%	862
2022 Q2	$0	Hold	200	–	–	﹤0.01%	923
2022 Q1	$0	Hold	200	–	–	﹤0.01%	920
2021 Q4	$1K	Buy	200 +20	+11%	+$135	﹤0.01%	516
2021 Q3	$1K	Hold	180	–	–	﹤0.01%	656
2021 Q2	$1K	Sell	180 -2,120	-92%	-$17.7K	﹤0.01%	732
2021 Q1	$18K	Sell	2,300 -104,920	-98%	-$1.02M	0.01%	531
2020 Q4	$1.41M	Buy	107,220 +101,430	+1,752%	+$1.06M	0.38%	55
2020 Q3	$59K	Buy	+5,790	New	+$61.1K	0.02%	237

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

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 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

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

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

FNY Investment Advisers's UWMC Position: Q2 2026 in Review

FNY Investment Advisers increased its UWM Holdings (UWMC) stake by 5.5% in Q2 2026, buying an estimated $48.8K and bringing the position to 302,000 shares worth $691K. The position accounts for 0.25% of the portfolio, ranked #128.

FNY Investment Advisers first reported a position in UWMC in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.41M in Q4 2020. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

FNY Investment Advisers held 302,000 shares of UWM Holdings worth $691K as of Q2 2026.
FNY Investment Advisers bought 15,700 UWM Holdings shares in Q2 2026, an estimated $48.8K.
UWM Holdings made up 0.25% of FNY Investment Advisers's portfolio in Q2 2026, its #128 holding.
FNY Investment Advisers first reported a position in UWM Holdings in Q3 2020 and has held it in 14 quarters since.
FNY Investment Advisers's UWM Holdings position peaked at $1.41M in Q4 2020.
22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.