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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parkside Financial Bank & Trust's UWMC Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its UWM Holdings (UWMC) stake by 57% in Q1 2026, selling an estimated $4.16K and leaving 677 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Parkside Financial Bank & Trust first reported a position in UWMC in Q3 2021 and has held it in 11 quarters since. The position peaked at $9.06K in Q3 2025. 284 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Parkside Financial Bank & Trust held 677 shares of UWM Holdings worth $2.45K as of Q1 2026.
Parkside Financial Bank & Trust sold 904 UWM Holdings shares in Q1 2026, an estimated $4.16K.
UWM Holdings made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2043 holding.
Parkside Financial Bank & Trust first reported a position in UWM Holdings in Q3 2021 and has held it in 11 quarters since.
Parkside Financial Bank & Trust's UWM Holdings position peaked at $9.06K in Q3 2025.
284 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.