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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $13.8B 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 $121B 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 $761B AUM 31.28% 1-Year Est. Return