Purchases and Sales Made in Q4 2025 in Penny Mac Financial Services, Inc. (PFSI)
This table provides information about the institutional ownership of Penny Mac Financial Services, Inc. (PFSI) during Q4 2025. The information is specifically focused on institutions that hold shares of PennyMac Financial Services, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.99K+ 110.35% |
$457K - $530K
|
7.6K
$966K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
226+ 1130.0% |
$25.9K - $30K
|
246
$31.2K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
198+ 35.68% |
$22.7K - $26.3K
|
753
$95.6K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
142+ 97.26% |
$16.3K - $18.9K
|
288
$36.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 40.0% |
$1.6K - $1.86K
|
49
$6.22K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11New |
$1.26K - $1.46K
|
11
$1.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 26.09% |
$687 - $798
|
29
$3.68K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5New |
$573 - $665
|
5
$635
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.92% |
$573 - $665
|
266
$33.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 14.81% |
$458 - $532
|
31
$3.94K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 28.57% |
$229 - $266
|
9
$1.14K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$115 - $133
|
13
$1.65K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 9.09% |
$115 - $133
|
12
$1.52K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 7.14% |
$115 - $133
|
15
$1.91K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 7.69% |
$115 - $133
|
12
$1.52K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-8- 1.59% |
$917 - $1.06K
|
496
$63K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-68- 1.33% |
$7.79K - $9.04K
|
5.03K
$639K
|
|
|
Jan 26, 2026
Q4 2025
|
Lightrock Netherlands B.V.
Utrecht, P7 |
SELL
|
- |
-8.2K- 6.19% |
$939K - $1.09M
|
124K
$15.8M
|
|