Stifel Financial
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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B 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 $124B 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 $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's UWMC Position: Q1 2026 in Review

Stifel Financial sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 12,609 shares — an estimated $55.2K sold.

Stifel Financial first reported a position in UWMC in Q4 2021 and held it in 8 quarters. The position peaked at $146K in Q4 2021. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Stifel Financial reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 12,609 UWM Holdings shares in Q1 2026, an estimated $55.2K.
  • Stifel Financial first reported a position in UWM Holdings in Q4 2021 and held it in 8 quarters.
  • Stifel Financial's UWM Holdings position peaked at $146K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.