SignatureFD
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SignatureFD’s UWM Holdings UWMC Stock Holding History

SignatureFD’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 		$212K Buy
179,467
+165,256
+1,163% +$266K ﹤0.01% 1127
2026
Q2 		$32.5K Buy
14,211
+6,297
+80% +$19.6K ﹤0.01% 2105
2026
Q1 		$28.6K Sell
7,914
-3,839
-33% -$17.7K ﹤0.01% 2035
2025
Q4 		$51.5K Buy
11,753
+1,161
+11% +$6.24K ﹤0.01% 1635
2025
Q3 		$64.5K Buy
10,592
+5,569
+111% +$29.2K ﹤0.01% 1504
2025
Q2 		$20.8K Sell
5,023
-3,136
-38% -$13.8K ﹤0.01% 2036
2025
Q1 		$44.5K Buy
8,159
+4,693
+135% +$28.5K ﹤0.01% 1636
2024
Q4 		$20.3K Sell
3,466
-3,049
-47% -$19.8K ﹤0.01% 2055
2024
Q3 		$55.5K Buy
6,515
+1,135
+21% +$9.6K ﹤0.01% 1516
2024
Q2 		$37.3K Buy
5,380
+1,105
+26% +$7.59K ﹤0.01% 1657
2024
Q1 		$31K Buy
4,275
+1,014
+31% +$6.84K ﹤0.01% 1784
2023
Q4 		$23.3K Buy
3,261
+466
+17% +$2.63K ﹤0.01% 1852
2023
Q3 		$13.6K Buy
2,795
+774
+38% +$4.46K ﹤0.01% 2046
2023
Q2 		$11.3K Buy
2,021
+273
+16% +$1.47K ﹤0.01% 2182
2023
Q1 		$8.58K Sell
1,748
-573
-25% -$2.51K ﹤0.01% 2282
2022
Q4 		$7.68K Buy
+2,321
New +$8.7K ﹤0.01% 2264

Other funds holding UWMC

Creative Planning
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
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

SignatureFD's UWMC Position: Q3 2026 in Review

SignatureFD increased its UWM Holdings (UWMC) stake by 1,163% in Q3 2026, buying an estimated $266K and bringing the position to 179,467 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

SignatureFD first reported a position in UWMC in Q4 2022 and has held it in 16 quarters since. 69 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • SignatureFD held 179,467 shares of UWM Holdings worth $212K as of Q3 2026.
  • SignatureFD bought 165,256 UWM Holdings shares in Q3 2026, an estimated $266K.
  • UWM Holdings made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1127 holding.
  • SignatureFD first reported a position in UWM Holdings in Q4 2022 and has held it in 16 quarters since.
  • 69 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.