SBI Securities’s UWM Holdings UWMC Stock Holding History

SBI Securities’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 Q3	$2.6K	Sell	2,201 -1,218	-36%	-$1.96K	﹤0.01%	2486
2026 Q2	$7.83K	Buy	3,419 +2,455	+255%	+$7.63K	﹤0.01%	1959
2026 Q1	$3.49K	Buy	964 +539	+127%	+$2.48K	﹤0.01%	2190
2025 Q4	$1.86K	Sell	425 -13	-3%	-$70	﹤0.01%	2415
2025 Q3	$2.67K	Buy	438 +44	+11%	+$231	﹤0.01%	2317
2025 Q2	$1.63K	Buy	394 +56	+17%	+$246	﹤0.01%	2474
2025 Q1	$1.84K	Sell	338 -469	-58%	-$2.85K	﹤0.01%	2325
2024 Q4	$4.74K	Buy	+807	New	+$5.25K	﹤0.01%	1941

Other funds holding UWMC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

SBI Securities's UWMC Position: Q3 2026 in Review

SBI Securities reduced its UWM Holdings (UWMC) stake by 36% in Q3 2026, selling an estimated $1.96K and leaving 2,201 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

SBI Securities first reported a position in UWMC in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.83K in Q2 2026. 89 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

SBI Securities held 2,201 shares of UWM Holdings worth $2.6K as of Q3 2026.
SBI Securities sold 1,218 UWM Holdings shares in Q3 2026, an estimated $1.96K.
UWM Holdings made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2486 holding.
SBI Securities first reported a position in UWM Holdings in Q4 2024 and has held it in 8 quarters since.
SBI Securities's UWM Holdings position peaked at $7.83K in Q2 2026.
89 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.