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Jacobs Asset Management’s UWM Holdings UWMC Stock Holding History

Jacobs Asset Management’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 		– Sell
-259,000
Closed -$1.13M – 33
2025
Q4 		$1.13M Buy
+259,000
New +$1.39M 0.63% 30
2021
Q3 		– Sell
-37,300
Closed -$315K – 51
2021
Q2 		$315K Buy
+37,300
New +$312K 0.12% 48

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

Jacobs Asset Management's UWMC Position: Q1 2026 in Review

Jacobs Asset Management sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 259,000 shares — an estimated $1.13M sold.

Jacobs Asset Management first reported a position in UWMC in Q2 2021 and held it in 2 quarters. The position peaked at $1.13M in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Jacobs Asset Management reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Jacobs Asset Management sold 259,000 UWM Holdings shares in Q1 2026, an estimated $1.13M.
  • Jacobs Asset Management first reported a position in UWM Holdings in Q2 2021 and held it in 2 quarters.
  • Jacobs Asset Management's UWM Holdings position peaked at $1.13M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Jacobs Asset Management's 13F filing for Q1 2026, filed 15 May 2026.