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Pacific Capital Wealth Advisors, Inc. → UWMC
Pacific Capital Wealth Advisors, Inc. UWMC Position History
UWM Holdings Corporation
Quarters held
3
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $518K |
| Q2 2026 | $985K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 1.08M | — | — |
| Q2 2026 | $985K | 430.0K | — | — |
| Q1 2026 | $518K | 143.0K | — | — |