NRCM
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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
Q1 		$1.28M Buy
+353,429
New +$1.63M 0.04% 58

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

North Reef Capital Management's UWMC Position: Q1 2026 in Review

North Reef Capital Management opened a new position in UWM Holdings (UWMC) in Q1 2026: 353,429 shares worth $1.28M. The stake represents 0.04% of the portfolio and ranks #58 among its holdings.

283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • North Reef Capital Management held 353,429 shares of UWM Holdings worth $1.28M as of Q1 2026.
  • UWM Holdings was a new North Reef Capital Management position in Q1 2026.
  • UWM Holdings made up 0.04% of North Reef Capital Management's portfolio in Q1 2026, its #58 holding.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on North Reef Capital Management's 13F filing for Q1 2026, filed 15 May 2026.