Parcion Private Wealth
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Parcion Private Wealth’s UWM Holdings UWMC Stock Holding History

Parcion Private Wealth’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 		– Sell
-10,628
Closed -$24.3K – 610
2026
Q2 		$24.3K Buy
+10,628
New +$33K ﹤0.01% 521
2026
Q1 		– Sell
-10,809
Closed -$47.3K – 481
2025
Q4 		$47.3K Buy
+10,809
New +$58.1K ﹤0.01% 419

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Shenkman Capital Management
Shenkman Capital Management New York $610M AUM 1.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Parcion Private Wealth's UWMC Position: Q3 2026 in Review

Parcion Private Wealth sold out of UWM Holdings (UWMC) in Q3 2026, closing a stake of 10,628 shares — an estimated $24.3K sold.

Parcion Private Wealth first reported a position in UWMC in Q4 2025 and held it in 2 quarters. The position peaked at $47.3K in Q4 2025. 173 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Parcion Private Wealth reported no remaining UWM Holdings position as of Q3 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 10,628 UWM Holdings shares in Q3 2026, an estimated $24.3K.
  • Parcion Private Wealth first reported a position in UWM Holdings in Q4 2025 and held it in 2 quarters.
  • Parcion Private Wealth's UWM Holdings position peaked at $47.3K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.