US Bancorp

US Bancorp’s UWM Holdings UWMC Stock Holding History

US Bancorp’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	$144K	Sell	39,841 -1,800	-4%	-$8.28K	﹤0.01%	2176
2025 Q4	$182K	Sell	41,641 -10,965	-21%	-$59K	﹤0.01%	2081
2025 Q3	$320K	Buy	52,606 +49,780	+1,762%	+$261K	﹤0.01%	1760
2025 Q2	$11.7K	Sell	2,826 -2,046	-42%	-$8.99K	﹤0.01%	3371
2025 Q1	$26.6K	Buy	4,872 +178	+4%	+$1.08K	﹤0.01%	3049
2024 Q4	$27.6K	Buy	4,694 +4	+0.1%	+$26	﹤0.01%	3018
2024 Q3	$40K	Buy	4,690 +155	+3%	+$1.31K	﹤0.01%	2847
2024 Q2	$31.4K	Sell	4,535 -40	-0.9%	-$275	﹤0.01%	2877
2024 Q1	$33.2K	Hold	4,575	–	–	﹤0.01%	2891
2023 Q4	$32.7K	Sell	4,575 -428	-9%	-$2.42K	﹤0.01%	2866
2023 Q3	$24.3K	Sell	5,003 -1,011	-17%	-$5.82K	﹤0.01%	2789
2023 Q2	$33.7K	Buy	6,014 +4,081	+211%	+$22K	﹤0.01%	2720
2023 Q1	$9.49K	Sell	1,933 -18,803	-91%	-$82.5K	﹤0.01%	3302
2022 Q4	$68.6K	Buy	+20,736	New	+$77.7K	﹤0.01%	2366
2022 Q2	–	Sell	-65	Closed	–	–	4239
2022 Q1	$0	Buy	+65	New	+$314	﹤0.01%	4207

Other funds holding UWMC

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return