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TFC Financial Management’s UWM Holdings UWMC Stock Holding History

TFC Financial Management’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 		– Sell
-1
Closed -$4 – 1085
2026
Q1 		$4 Sell
1
-13
-93% -$60 ﹤0.01% 997
2025
Q4 		$62 Hold
14
– – ﹤0.01% 913
2025
Q3 		$86 Buy
+14
New +$73 ﹤0.01% 915

Other funds holding UWMC

OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

TFC Financial Management's UWMC Position: Q2 2026 in Review

TFC Financial Management sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 1 share — an estimated $4 sold.

TFC Financial Management first reported a position in UWMC in Q3 2025 and held it in 3 quarters. The position peaked at $86 in Q3 2025. 79 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • TFC Financial Management reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 UWM Holdings share in Q2 2026, an estimated $4.
  • TFC Financial Management first reported a position in UWM Holdings in Q3 2025 and held it in 3 quarters.
  • TFC Financial Management's UWM Holdings position peaked at $86 in Q3 2025.
  • 79 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.