Morgan Rosel Wealth Management, LLC Penny Mac Financial Services, Inc. Transaction History
Morgan Rosel Wealth Management, LLC
- $348 Million
- Q2 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Penny Mac Financial Services, Inc. stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 10,000 shares of PFSI stock, worth $1.17 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,464
4.43%
Holding current value
$1.17 Million
Previous $1.05 Million
4.87%
% of portfolio
0.29%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding PFSI
# of Institutions
251Shares Held
29.6MCall Options Held
768KPut Options Held
758K-
Mfn Partners Management, LP Boston, MA4.53MShares$531 Million16.9% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD4.42MShares$517 Million0.28% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.9MShares$340 Million0.0% of portfolio
-
Black Rock Inc. New York, NY2.2MShares$258 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.86MShares$218 Million0.04% of portfolio
About PennyMac Financial Services, Inc.
- Ticker PFSI
- Exchange NYSE
- Sector Financial Services
- Industry Mortgage Finance
- Shares Outstandng 52,464,900
- Market Cap $6.14B
- 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 ...