Mather Group
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Mather Group’s UWM Holdings UWMC Stock Holding History

Mather Group’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
Q3 		$17.1K Buy
+14,450
New +$23.2K ﹤0.01% 1489
2025
Q4 		– Sell
-79
Closed -$481 – 1597
2025
Q3 		$481 Buy
+79
New +$414 ﹤0.01% 1633
2025
Q2 		– Sell
-86
Closed -$470 – 1664
2025
Q1 		$470 Sell
86
-3
-3% -$18 ﹤0.01% 1690
2024
Q4 		$522 Sell
89
-7
-7% -$46 ﹤0.01% 1655
2024
Q3 		$818 Buy
96
+10
+12% +$84 ﹤0.01% 1575
2024
Q2 		$624 Hold
86
– – ﹤0.01% 2046
2024
Q1 		$615 Buy
+86
New +$580 ﹤0.01% 1667

Other funds holding UWMC

Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Taylor & Morgan Wealth Management
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Mather Group's UWMC Position: Q3 2026 in Review

Mather Group opened a new position in UWM Holdings (UWMC) in Q3 2026: 14,450 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: Mather Group previously reported a position in UWMC as recently as Q3 2025.

Mather Group first reported a position in UWMC in Q1 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Mather Group held 14,450 shares of UWM Holdings worth $17.1K as of Q3 2026.
  • UWM Holdings was a new Mather Group position in Q3 2026.
  • UWM Holdings made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1489 holding.
  • Mather Group first reported a position in UWM Holdings in Q1 2024 and has held it in 7 quarters since.
  • 38 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.