North Reef Capital Management’s UWM Holdings UWMC Stock Holding History

North Reef Capital Management’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	$229K	Sell	100,000 -253,429	-72%	-$788K	0.01%	43
2026 Q1	$1.28M	Buy	+353,429	New	+$1.63M	0.04%	58

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

North Reef Capital Management's UWMC Position: Q2 2026 in Review

North Reef Capital Management reduced its UWM Holdings (UWMC) stake by 72% in Q2 2026, selling an estimated $788K and leaving 100,000 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #43.

North Reef Capital Management first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.28M in Q1 2026. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

North Reef Capital Management held 100,000 shares of UWM Holdings worth $229K as of Q2 2026.
North Reef Capital Management sold 253,429 UWM Holdings shares in Q2 2026, an estimated $788K.
UWM Holdings made up 0.01% of North Reef Capital Management's portfolio in Q2 2026, its #43 holding.
North Reef Capital Management first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
North Reef Capital Management's UWM Holdings position peaked at $1.28M in Q1 2026.
291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on North Reef Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.