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Pacific Capital Wealth Advisors’s UWM Holdings UWMC Stock Holding History

Pacific Capital Wealth Advisors’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 		$985K Buy
430,000
+287,000
+201% +$892K 0.15% 44
2026
Q1 		$518K Buy
+143,000
New +$658K 0.09% 57

Other funds holding UWMC

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Pacific Capital Wealth Advisors's UWMC Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its UWM Holdings (UWMC) stake by 201% in Q2 2026, buying an estimated $892K and bringing the position to 430,000 shares worth $985K. The position accounts for 0.15% of the portfolio, ranked #44.

Pacific Capital Wealth Advisors first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Pacific Capital Wealth Advisors held 430,000 shares of UWM Holdings worth $985K as of Q2 2026.
  • Pacific Capital Wealth Advisors bought 287,000 UWM Holdings shares in Q2 2026, an estimated $892K.
  • UWM Holdings made up 0.15% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Pacific Capital Wealth Advisors first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.