Zions Bancorporation, National Association’s UWM Holdings UWMC Stock Holding History

Zions Bancorporation, National Association’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	$11.3K	Buy	+4,954	New	+$15.4K	﹤0.01%	886

Other funds holding UWMC

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

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

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

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Zions Bancorporation, National Association's UWMC Position: Q2 2026 in Review

Zions Bancorporation, National Association opened a new position in UWM Holdings (UWMC) in Q2 2026: 4,954 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings.

76 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Zions Bancorporation, National Association held 4,954 shares of UWM Holdings worth $11.3K as of Q2 2026.
UWM Holdings was a new Zions Bancorporation, National Association position in Q2 2026.
UWM Holdings made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #886 holding.
76 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.