SVB Wealth’s UWM Holdings UWMC Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-223	Closed	-$1.22K	–	1570
2025 Q1	$1.22K	Buy	+223	New	+$1.35K	﹤0.01%	1326

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's UWMC Position: Q2 2025 in Review

SVB Wealth sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 223 shares — an estimated $1.22K sold.

SVB Wealth first reported a position in UWMC in Q1 2025 and held it in 1 quarter. The position peaked at $1.22K in Q1 2025. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

SVB Wealth reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 223 UWM Holdings shares in Q2 2025, an estimated $1.22K.
SVB Wealth first reported a position in UWM Holdings in Q1 2025 and held it in 1 quarter.
SVB Wealth's UWM Holdings position peaked at $1.22K in Q1 2025.
228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.