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
Q2 		$36K Buy
16,516
+8,542
+107% +$26.5K ﹤0.01% 3259
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HRT Financial
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jones Financial Companies's UWMC Position: Q2 2026 in Review

Jones Financial Companies increased its UWM Holdings (UWMC) stake by 107% in Q2 2026, buying an estimated $26.5K and bringing the position to 16,516 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #3259.

Jones Financial Companies first reported a position in UWMC in Q1 2025 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Jones Financial Companies held 16,516 shares of UWM Holdings worth $36K as of Q2 2026.
  • Jones Financial Companies bought 8,542 UWM Holdings shares in Q2 2026, an estimated $26.5K.
  • UWM Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3259 holding.
  • Jones Financial Companies first reported a position in UWM Holdings in Q1 2025 and has held it in 6 quarters since.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.