A detailed history of Dakota Wealth Management transactions in Penny Mac Financial Services, Inc. stock. As of the latest transaction made, Dakota Wealth Management holds 14,204 shares of PFSI stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,204
Previous 14,316 0.78%
Holding current value
$1.48 Million
Previous $1.35 Million 19.5%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$90.98 - $116.58 $10,189 - $13,056
-112 Reduced 0.78%
14,204 $1.62 Million
Q2 2024

Jul 19, 2024

SELL
$85.64 - $94.6 $592,114 - $654,064
-6,914 Reduced 32.57%
14,316 $1.35 Million
Q1 2024

Apr 24, 2024

BUY
$83.31 - $93.24 $90,224 - $100,978
1,083 Added 5.38%
21,230 $1.93 Million
Q4 2023

Jan 30, 2024

BUY
$63.0 - $92.93 $26,838 - $39,588
426 Added 2.16%
20,147 $1.78 Million
Q3 2023

Oct 23, 2023

BUY
$65.73 - $81.71 $1.3 Million - $1.61 Million
19,721 New
19,721 $1.31 Million

Others Institutions Holding PFSI

About PennyMac Financial Services, Inc.


  • Ticker PFSI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 52,464,900
  • Market Cap $5.45B
  • 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 ...
More about PFSI
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.