Raymond James Financial
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Raymond James Financial’s UWM Holdings UWMC Stock Holding History

Raymond James Financial’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 		$61.2K Buy
26,735
+2,495
+10% +$7.75K ﹤0.01% 5235
2026
Q1 		$87.8K Buy
24,240
+12,603
+108% +$58K ﹤0.01% 5063
2025
Q4 		$51K Buy
+11,637
New +$62.6K ﹤0.01% 5006
2025
Q3 		– Sell
-8,500
Closed -$35.2K – 6696
2025
Q2 		$35.2K Buy
+8,500
New +$37.4K ﹤0.01% 5325

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Raymond James Financial's UWMC Position: Q2 2026 in Review

Raymond James Financial increased its UWM Holdings (UWMC) stake by 10% in Q2 2026, buying an estimated $7.75K and bringing the position to 26,735 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5235.

Raymond James Financial first reported a position in UWMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $87.8K in Q1 2026. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Raymond James Financial held 26,735 shares of UWM Holdings worth $61.2K as of Q2 2026.
  • Raymond James Financial bought 2,495 UWM Holdings shares in Q2 2026, an estimated $7.75K.
  • UWM Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5235 holding.
  • Raymond James Financial first reported a position in UWM Holdings in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's UWM Holdings position peaked at $87.8K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.