Jones Financial Companies
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Jones Financial Companies’s UWM Holdings UWMC Stock Holding History

Jones Financial Companies’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 		$27.3K Buy
7,974
+3,927
+97% +$18.1K ﹤0.01% 3173
2025
Q4 		$17.7K Buy
4,047
+1,614
+66% +$8.68K ﹤0.01% 2991
2025
Q3 		$15.2K Sell
2,433
-21
-0.9% -$110 ﹤0.01% 2917
2025
Q2 		$10.1K Buy
2,454
+51
+2% +$224 ﹤0.01% 2877
2025
Q1 		$13.5K Buy
+2,403
New +$14.6K ﹤0.01% 2586

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

Jones Financial Companies's UWMC Position: Q1 2026 in Review

Jones Financial Companies increased its UWM Holdings (UWMC) stake by 97% in Q1 2026, buying an estimated $18.1K and bringing the position to 7,974 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Jones Financial Companies first reported a position in UWMC in Q1 2025 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Jones Financial Companies held 7,974 shares of UWM Holdings worth $27.3K as of Q1 2026.
  • Jones Financial Companies bought 3,927 UWM Holdings shares in Q1 2026, an estimated $18.1K.
  • UWM Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3173 holding.
  • Jones Financial Companies first reported a position in UWM Holdings in Q1 2025 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.