JCSD Capital’s UWM Holdings UWMC Stock Holding History

JCSD Capital’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	$6.51K	Sell	1,799 -214,000	-99%	-$985K	0.01%	26
2025 Q4	$945K	Buy	215,799 +115,789	+116%	+$623K	1.12%	18
2025 Q3	$609K	Buy	100,010 +100,000	+1,000,000%	+$524K	0.52%	20
2025 Q2	$41	Buy	+10	New	+$44	﹤0.01%	26
2023 Q2	–	Sell	-20,000	Closed	-$98.2K	–	51
2023 Q1	$98.2K	Sell	20,000 -76,192	-79%	-$334K	0.16%	35
2022 Q4	$318K	Buy	+96,192	New	+$360K	0.43%	32

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JCSD Capital's UWMC Position: Q1 2026 in Review

JCSD Capital reduced its UWM Holdings (UWMC) stake by 99% in Q1 2026, selling an estimated $985K and leaving 1,799 shares worth $6.51K. The position accounts for 0.01% of the portfolio, ranked #26.

JCSD Capital first reported a position in UWMC in Q4 2022 and has held it in 6 quarters since. The position peaked at $945K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

JCSD Capital held 1,799 shares of UWM Holdings worth $6.51K as of Q1 2026.
JCSD Capital sold 214,000 UWM Holdings shares in Q1 2026, an estimated $985K.
UWM Holdings made up 0.01% of JCSD Capital's portfolio in Q1 2026, its #26 holding.
JCSD Capital first reported a position in UWM Holdings in Q4 2022 and has held it in 6 quarters since.
JCSD Capital's UWM Holdings position peaked at $945K in Q4 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on JCSD Capital's 13F filing for Q1 2026, filed 24 Apr 2026.