Stifel Financial’s UWM Holdings UWMC Stock Holding History

Stifel 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 Q2	$26.5K	Buy	+11,568	New	+$35.9K	﹤0.01%	3680
2026 Q1	–	Sell	-12,609	Closed	-$55.2K	–	3754
2025 Q4	$55.2K	Buy	+12,609	New	+$67.8K	﹤0.01%	3525
2025 Q3	–	Sell	-22,867	Closed	-$94.7K	–	3652
2025 Q2	$94.7K	Buy	+22,867	New	+$101K	﹤0.01%	3367
2023 Q2	–	Sell	-11,412	Closed	-$56K	–	3421
2023 Q1	$56K	Sell	11,412 -2,200	-16%	-$9.65K	﹤0.01%	3224
2022 Q4	$45.1K	Sell	13,612 -6,508	-32%	-$24.4K	﹤0.01%	3194
2022 Q3	$59K	Sell	20,120 -2,601	-11%	-$9.58K	﹤0.01%	3170
2022 Q2	$80K	Sell	22,721 -7,408	-25%	-$28.4K	﹤0.01%	3183
2022 Q1	$136K	Buy	30,129 +5,481	+22%	+$26.5K	﹤0.01%	3212
2021 Q4	$146K	Buy	+24,648	New	+$166K	﹤0.01%	3210

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stifel Financial's UWMC Position: Q2 2026 in Review

Stifel Financial opened a new position in UWM Holdings (UWMC) in Q2 2026: 11,568 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #3680 among its holdings. This is a return to the name: Stifel Financial previously reported a position in UWMC as recently as Q4 2025.

Stifel Financial first reported a position in UWMC in Q4 2021 and has held it in 9 quarters since. The position peaked at $146K in Q4 2021. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Stifel Financial held 11,568 shares of UWM Holdings worth $26.5K as of Q2 2026.
UWM Holdings was a new Stifel Financial position in Q2 2026.
UWM Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3680 holding.
Stifel Financial first reported a position in UWM Holdings in Q4 2021 and has held it in 9 quarters since.
Stifel Financial's UWM Holdings position peaked at $146K in Q4 2021.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.