Parkside Financial Bank & Trust’s UWM Holdings UWMC Stock Holding History

Parkside Financial Bank & Trust’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	$152	Sell	66 -611	-90%	-$1.9K	﹤0.01%	2677
2026 Q1	$2.45K	Sell	677 -904	-57%	-$4.16K	﹤0.01%	2043
2025 Q4	$6.92K	Buy	1,581 +93	+6%	+$500	﹤0.01%	1706
2025 Q3	$9.06K	Buy	+1,488	New	+$7.8K	﹤0.01%	1547
2025 Q2	–	Sell	-954	Closed	-$5.21K	–	3000
2025 Q1	$5.21K	Buy	954 +558	+141%	+$3.39K	﹤0.01%	1626
2024 Q4	$2.33K	Buy	396 +104	+36%	+$677	﹤0.01%	1601
2024 Q3	$2.49K	Hold	292	–	–	﹤0.01%	1566
2024 Q2	$2.02K	Hold	292	–	–	﹤0.01%	1553
2024 Q1	$2.12K	Hold	292	–	–	﹤0.01%	1502
2023 Q4	$2.09K	Buy	+292	New	+$1.65K	﹤0.01%	1494
2022 Q1	–	Sell	-246	Closed	-$1K	–	1943
2021 Q4	$1K	Buy	246 +112	+84%	+$756	﹤0.01%	1767
2021 Q3	$1K	Buy	+134	New	+$998	﹤0.01%	1718

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

Parkside Financial Bank & Trust's UWMC Position: Q2 2026 in Review

Parkside Financial Bank & Trust reduced its UWM Holdings (UWMC) stake by 90% in Q2 2026, selling an estimated $1.9K and leaving 66 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #2677.

Parkside Financial Bank & Trust first reported a position in UWMC in Q3 2021 and has held it in 12 quarters since. The position peaked at $9.06K in Q3 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Parkside Financial Bank & Trust held 66 shares of UWM Holdings worth $152 as of Q2 2026.
Parkside Financial Bank & Trust sold 611 UWM Holdings shares in Q2 2026, an estimated $1.9K.
UWM Holdings made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2677 holding.
Parkside Financial Bank & Trust first reported a position in UWM Holdings in Q3 2021 and has held it in 12 quarters since.
Parkside Financial Bank & Trust's UWM Holdings position peaked at $9.06K in Q3 2025.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.