BFC Planning, Inc.’s UWM Holdings UWMC Stock Holding History

BFC Planning, Inc.’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	$310	Buy	135 +3	+2%	+$9	﹤0.01%	3295
2026 Q1	$477	Buy	132 +3	+2%	+$14	﹤0.01%	2861
2025 Q4	$565	Sell	129 -354	-73%	-$1.9K	﹤0.01%	2907
2025 Q3	$2.94K	Buy	483 +3	+0.6%	+$16	﹤0.01%	2362
2025 Q2	$1.99K	Buy	480 +359	+297%	+$1.58K	﹤0.01%	2307
2025 Q1	$660	Buy	121 +2	+2%	+$12	﹤0.01%	2494
2024 Q4	$696	Buy	+119	New	+$774	﹤0.01%	2454

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BFC Planning, Inc.'s UWMC Position: Q2 2026 in Review

BFC Planning, Inc. increased its UWM Holdings (UWMC) stake by 2.3% in Q2 2026, buying an estimated $9 and bringing the position to 135 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #3295.

BFC Planning, Inc. first reported a position in UWMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94K in Q3 2025. 294 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

BFC Planning, Inc. held 135 shares of UWM Holdings worth $310 as of Q2 2026.
BFC Planning, Inc. bought 3 UWM Holdings shares in Q2 2026, an estimated $9.
UWM Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3295 holding.
BFC Planning, Inc. first reported a position in UWM Holdings in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s UWM Holdings position peaked at $2.94K in Q3 2025.
294 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.