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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial's UWMC Position: Q1 2026 in Review

Raymond James Financial increased its UWM Holdings (UWMC) stake by 108% in Q1 2026, buying an estimated $58K and bringing the position to 24,240 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5063.

Raymond James Financial first reported a position in UWMC in Q2 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Raymond James Financial held 24,240 shares of UWM Holdings worth $87.8K as of Q1 2026.
  • Raymond James Financial bought 12,603 UWM Holdings shares in Q1 2026, an estimated $58K.
  • UWM Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5063 holding.
  • Raymond James Financial first reported a position in UWM Holdings in Q2 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.