Institutional Ownership Penny Mac Financial Services, Inc. (PFSI)
This table provides information about the institutional ownership of Penny Mac Financial Services, Inc. (PFSI). We have compiled data on the 262 institutions that hold shares in the stock, with a total of 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
45
shares
|
$5,715
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$5,588
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
38
shares
|
$4,826
0.0% of portfolio
|
Q2 2025
Reduced 47.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
35
shares
|
$4,445
0.0% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
35
shares
|
$4,445
0.0% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
28
shares
|
$3,556
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
27
shares
|
$3,429
0.0% of portfolio
|
Q2 2025
Reduced 75.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
27
shares
|
$3,429
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$3,302
0.0% of portfolio
|
Q1 2022
Added 44.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
23
shares
|
$2,921
0.0% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
20
shares
|
$2,540
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20
shares
|
$2,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$2,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
17
shares
|
$2,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
14
shares
|
$1,778
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
13
shares
|
$1,651
0.0% of portfolio
|
Q3 2025
Added 116.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$1,524
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
11
shares
|
$1,397
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,270
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
10
shares
|
$1,270
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
10
shares
|
$1,270
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$1,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
8
shares
|
$1,016
0.0% of portfolio
|
Q3 2025
Reduced 70.37%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
8
shares
|
$1,016
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
8
shares
|
$1,016
0.0% of portfolio
|
Q1 2025
Reduced 68.0%
|
|