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 Q2	$103K	Hold	45,000	–	–	0.15%	18
2026 Q1	$163K	Sell	45,000 -20,000	-31%	-$92K	0.17%	21
2025 Q4	$285K	Sell	65,000 -126,000	-66%	-$678K	0.34%	23
2025 Q3	$1.16M	Buy	191,000 +56,000	+41%	+$294K	1%	13
2025 Q2	$559K	Buy	+135,000	New	+$593K	0.74%	18
2023 Q2	–	Hold	0	–	-$260K	–	50
2023 Q1	–	Hold	0	–	–	–	29
2022 Q4	–	Hold	0	–	–	–	38

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

JCSD Capital's UWMC Position: Q2 2026 in Review

JCSD Capital sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 1,799 shares — an estimated $5.59K sold.

JCSD Capital first reported a position in UWMC in Q4 2022 and held it in 6 quarters. The position peaked at $945K in Q4 2025. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

JCSD Capital reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
JCSD Capital sold 1,799 UWM Holdings shares in Q2 2026, an estimated $5.59K.
JCSD Capital first reported a position in UWM Holdings in Q4 2022 and held it in 6 quarters.
JCSD Capital's UWM Holdings position peaked at $945K in Q4 2025.
291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on JCSD Capital's 13F filing for Q2 2026, filed 22 Jul 2026.