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Johnson Financial Group Inc (Wisconsin)’s UWM Holdings UWMC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-252
Closed -$1.13K – 968
2025
Q4 		$1.13K Hold
252
– – ﹤0.01% 883
2025
Q3 		$1.56K Buy
+252
New +$1.32K ﹤0.01% 959

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

Johnson Financial Group Inc (Wisconsin)'s UWMC Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 252 shares — an estimated $1.13K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UWMC in Q3 2025 and held it in 2 quarters. The position peaked at $1.56K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 252 UWM Holdings shares in Q1 2026, an estimated $1.13K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in UWM Holdings in Q3 2025 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s UWM Holdings position peaked at $1.56K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.