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Patriot Financial Group Insurance Agency’s UWM Holdings UWMC Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-57,684
Closed -$209K – 683
2026
Q1 		$209K Buy
57,684
+38,685
+204% +$178K 0.01% 657
2025
Q4 		$83.2K Sell
18,999
-1,875
-9% -$10.1K 0.01% 499
2025
Q3 		$127K Sell
20,874
-8,961
-30% -$47K 0.02% 476
2025
Q2 		$124K Sell
29,835
-1,768
-6% -$7.77K 0.01% 515
2025
Q1 		$173K Buy
31,603
+1,455
+5% +$8.84K 0.02% 463
2024
Q4 		$177K Buy
30,148
+7,164
+31% +$46.6K 0.02% 451
2024
Q3 		$196K Buy
22,984
+487
+2% +$4.11K 0.03% 472
2024
Q2 		$156K Sell
22,497
-13
-0.1% -$89 0.02% 456
2024
Q1 		$163K Buy
22,510
+72
+0.3% +$486 0.03% 456
2023
Q4 		$160K Buy
22,438
+2,140
+11% +$12.1K 0.03% 436
2023
Q3 		$98.4K Sell
20,298
-767
-4% -$4.42K 0.02% 442
2023
Q2 		$118K Sell
21,065
-2,093
-9% -$11.3K 0.02% 450
2023
Q1 		$114K Buy
23,158
+2,873
+14% +$12.6K 0.02% 434
2022
Q4 		$67.1K Sell
20,285
-10,309
-34% -$38.6K 0.01% 415
2022
Q3 		$90K Sell
30,594
-7,732
-20% -$28.5K 0.02% 383
2022
Q2 		$136K Sell
38,326
-143
-0.4% -$548 0.03% 468
2022
Q1 		$174K Buy
38,469
+8,476
+28% +$40.9K 0.03% 438
2021
Q4 		$178K Buy
29,993
+14,597
+95% +$98.5K 0.03% 480
2021
Q3 		$107K Buy
15,396
+4,371
+40% +$32.5K 0.02% 631
2021
Q2 		$93K Buy
+11,025
New +$92.3K 0.02% 656

Other funds holding UWMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UWMC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 57,684 shares — an estimated $209K sold.

Patriot Financial Group Insurance Agency first reported a position in UWMC in Q2 2021 and held it in 20 quarters. The position peaked at $209K in Q1 2026. 113 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 57,684 UWM Holdings shares in Q2 2026, an estimated $209K.
  • Patriot Financial Group Insurance Agency first reported a position in UWM Holdings in Q2 2021 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's UWM Holdings position peaked at $209K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.