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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
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

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 40.91% 1-Year Est. Return

SBI Securities's UWMC Position: Q2 2026 in Review

SBI Securities increased its UWM Holdings (UWMC) stake by 255% in Q2 2026, buying an estimated $7.63K and bringing the position to 3,419 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

SBI Securities first reported a position in UWMC in Q4 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • SBI Securities held 3,419 shares of UWM Holdings worth $7.83K as of Q2 2026.
  • SBI Securities bought 2,455 UWM Holdings shares in Q2 2026, an estimated $7.63K.
  • UWM Holdings made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1959 holding.
  • SBI Securities first reported a position in UWM Holdings in Q4 2024 and has held it in 7 quarters since.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.