Robertson Stephens Wealth Management, LLC Penny Mac Financial Services, Inc. Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Penny Mac Financial Services, Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 35,000 shares of PFSI stock, worth $3.67 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
35,000Holding current value
$3.67 Million% of portfolio
0.2%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding PFSI
# of Institutions
237Shares Held
28.9MCall Options Held
956KPut Options Held
875K-
Mfn Partners Management, LP Boston, MA4.53MShares$475 Million14.68% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD4.48MShares$470 Million0.31% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.69MShares$282 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.25MShares$236 Million0.06% of portfolio
-
Black Rock Inc. New York, NY2.2MShares$231 Million0.0% of portfolio
About PennyMac Financial Services, Inc.
- Ticker PFSI
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 52,464,900
- Market Cap $5.5B
- Description
- PennyMac Financial Services, Inc., through its subsidiaries, engages in the mortgage banking and investment management activities in the United States. It operates through three segments: Production, Servicing, and Investment Management. The Production segment is involved in the origination, acquisition, and sale of loans. It sources first-lien ...