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 237 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
8
shares
|
$818
0.0% of portfolio
|
Q1 2025
Reduced 68.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
8
shares
|
$818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
8
shares
|
$818
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6
shares
|
$613
0.0% of portfolio
|
Q1 2025
Reduced 86.36%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
5
shares
|
$511
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2
shares
|
$204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$102
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|