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Pennymac Financial Services (PFSI)

CUSIP: 70932M107 | NYSE | Financial Services · Mortgage Finance | Mid Cap | 757 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,400,408
0.0% of portfolio›$148.2M
Bank of New York Mellon Corp314,359
0.0% of portfolio›$19.4M
Prescott Group Capital Management, L.L.C.60,809
0.3% of portfolio›$3.8M
Citigroup Inc46,646
0.0% of portfolio›$2.9M
Creative Planning40,013
0.0% of portfolio›$2.5M
Wolverine Asset Management LLC34,578
0.0% of portfolio›$2.1M
Imc-Chicago, LLC20,322
0.0% of portfolio›$1.3M
Y-Intercept (Hong Kong) Ltd20,018
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D15,486
0.0% of portfolio›$955.8K
Fulcrum Asset Management LLP8,777
0.0% of portfolio›$558.3K
Arizona State Retirement System8,410
0.0% of portfolio›$519.1K
Wealth Enhancement Advisory Services, LLC6,252
0.0% of portfolio›$383.5K
Berman McAleer LLC6,000
0.0% of portfolio›$370.3K
State of Wyoming5,809
0.0% of portfolio›$358.5K
Pictet Asset Management Holding SA4,923
0.0% of portfolio›$303.8K
ProShare Advisors LLC3,768
0.0% of portfolio›$232.6K
Harbor Capital Advisors, Inc.1,405
0.0% of portfolio›$87
Versant Capital Management, Inc1,150
0.0% of portfolio›$71.0K
Fifth Third Bancorp957
0.0% of portfolio›$59.1K
KBC Group NV925
0.0% of portfolio›$57
Covestor Ltd770
0.0% of portfolio›$48
Sterling Capital Management LLC585
0.0% of portfolio›$36.1K
US Bancorp \de\561
0.0% of portfolio›$34.6K
Gamma Investing LLC438
0.0% of portfolio›$27.0K
Simplex Trading, LLC358
0.0% of portfolio›$22.1K
Heritage Family Offices, LLP351
0.0% of portfolio›$21.7K
Mitsubishi UFJ Asset Management Co., Ltd.288
0.0% of portfolio›$17.8K
Bayforest Capital Ltd251
0.0% of portfolio›$15.5K
Signaturefd, LLC226
0.0% of portfolio›$13.9K
Nisa Investment Advisors, LLC223
0.0% of portfolio›$13.8K
IFP Advisors, Inc173
0.0% of portfolio›$10.7K
Farther Finance Advisors, LLC165
0.0% of portfolio›$10.2K
Parkside Financial Bank & Trust140
0.0% of portfolio›$8.6K
Owl Creek Wealth Partners LLC115
0.0% of portfolio›$7.1K
Pinnacle Wealth Planning Services, Inc.105
0.0% of portfolio›$6.5K
EverSource Wealth Advisors, LLC88
0.0% of portfolio›$5.4K
Torren Management, LLC80
0.0% of portfolio›$4.9K
SBI Securities Co., Ltd.80
0.0% of portfolio›$4.9K
Assetmark, Inc56
0.0% of portfolio›$3.5K
Root Financial Partners, LLC46
0.0% of portfolio›$2.8K
True Wealth Design, LLC44
0.0% of portfolio›$2.7K
JFS Wealth Advisors, LLC38
0.0% of portfolio›$2.3K
Bare Financial Services, Inc33
0.0% of portfolio›$2.0K
SJS Investment Consulting Inc.23
0.0% of portfolio›$1.4K
Marquette Asset Management, LLC23
0.0% of portfolio›$1.4K
Bell Investment Advisors, Inc22
0.0% of portfolio›$1.4K
Provenance Wealth Advisors, LLC15
0.0% of portfolio›$926
Parallel Advisors, LLC12
0.0% of portfolio›$741
Fortitude Family Office, LLC11
0.0% of portfolio›$679
Manchester Capital Management LLC8
0.0% of portfolio›$494
Ascentis Wealth Management, LLC8
0.0% of portfolio›$493
Private Wealth Management Group, LLC8
0.0% of portfolio›$494
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$433
Larson Financial Group LLC7
0.0% of portfolio›$432
Planning Strategies Inc.6
0.0% of portfolio›$370
Caitong International Asset Management Co., Ltd3
0.0% of portfolio›$185
Bay Harbor Wealth Management, LLC3
0.0% of portfolio›$185
GHP Investment Advisors, Inc.2
0.0% of portfolio›$124
Maryland Capital Advisors Inc.1
0.0% of portfolio›$62
TFC Financial Management, Inc.1
0.0% of portfolio›$62
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,400,408$148.2M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
314,359$19.4M0.0%CoreLowNew York, NY2026-11-05
Prescott Group Capital Management, L.L.C.
60,809$3.8M0.3%Deep ValueMediumTulsa, OK2026-10-30
Citigroup Inc
46,646$2.9M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
40,013$2.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Wolverine Asset Management LLC
34,578$2.1M0.0%Deep ValueVery HighChicago, IL2026-11-02
Imc-Chicago, LLC
20,322$1.3M0.0%GARPVery HighChicago, IL2026-11-05
Y-Intercept (Hong Kong) Ltd
20,018$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
State of New Jersey Common Pension Fund D
15,486$955.8K0.0%CoreLowTrenton, NJ2026-11-05
Fulcrum Asset Management LLP
8,777$558.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Arizona State Retirement System
8,410$519.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
6,252$383.5K0.0%CoreLowPlymouth, MN2026-10-13
Berman McAleer LLC
6,000$370.3K0.0%ETFVery LowTimonium, MD2026-10-16
State of Wyoming
5,809$358.5K0.0%ValueHighCheyenne, WY2026-10-28
Pictet Asset Management Holding SA
4,923$303.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
3,768$232.6K0.0%GrowthLowBethesda, MD2026-10-29
Harbor Capital Advisors, Inc.
1,405$870.0%ValueHighChicago, IL2026-10-22
Versant Capital Management, Inc
1,150$71.0K0.0%GARPLowPhoenix, AZ2026-10-02
Fifth Third Bancorp
957$59.1K0.0%IndexVery LowCincinnati, OH2026-11-05
KBC Group NV
925$570.0%CoreMediumBrussels, Czech Republic2026-10-22
Covestor Ltd
770$480.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
585$36.1K0.0%GARPMediumCharlotte, NC2026-10-22
US Bancorp \de\
561$34.6K0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
438$27.0K0.0%IndexVery LowFoster City, CA2026-10-08
Simplex Trading, LLC
358$22.1K0.0%CoreVery HighChicago, IL2026-11-04
Heritage Family Offices, LLP
351$21.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
288$17.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
Bayforest Capital Ltd
251$15.5K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Signaturefd, LLC
226$13.9K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
223$13.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
173$10.7K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
165$10.2K0.0%IndexLowSan Francisco, CA2026-10-08
Parkside Financial Bank & Trust
140$8.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Owl Creek Wealth Partners LLC
115$7.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Pinnacle Wealth Planning Services, Inc.
105$6.5K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
88$5.4K0.0%CoreMediumBirmingham, AL2026-11-04
Torren Management, LLC
80$4.9K0.0%ETFMediumSan Diego, CA2026-10-29
SBI Securities Co., Ltd.
80$4.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Assetmark, Inc
56$3.5K0.0%ETFLowConcord, CA2026-10-21
Root Financial Partners, LLC
46$2.8K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
44$2.7K0.0%ETFMediumAkron, OH2026-10-13
JFS Wealth Advisors, LLC
38$2.3K0.0%ETFVery LowHermitage, PA2026-11-03
Bare Financial Services, Inc
33$2.0K0.0%ETFVery LowGap, PA2026-11-04
SJS Investment Consulting Inc.
23$1.4K0.0%ETFVery LowSylvania, OH2026-10-26
Marquette Asset Management, LLC
23$1.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Bell Investment Advisors, Inc
22$1.4K0.0%ETFVery LowOrinda, CA2026-10-29
Provenance Wealth Advisors, LLC
15$9260.0%ETFLowFort Lauderdale, FL2026-10-30
Parallel Advisors, LLC
12$7410.0%IndexLowSan Francisco, CA2026-11-03
Fortitude Family Office, LLC
11$6790.0%ETFMediumScottsdale, AZ2026-10-14
Manchester Capital Management LLC
8$4940.0%CoreLowManchester, VT2026-10-22
Ascentis Wealth Management, LLC
8$4930.0%Agg GrowthLowDallas, TX2026-11-03
Private Wealth Management Group, LLC
8$4940.0%ETFLowPrinceton, NJ2026-10-19
DiNuzzo Private Wealth, Inc.
7$4330.0%ETFLowBeaver, PA2026-10-16
Larson Financial Group LLC
7$4320.0%GrowthLowSt Louis, MO2026-11-05
Planning Strategies Inc.
6$3700.0%ETFN/ALancaster, PA2026-10-02
Caitong International Asset Management Co., Ltd
3$1850.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bay Harbor Wealth Management, LLC
3$1850.0%ETFMediumHunt Valley, MD2026-11-03
GHP Investment Advisors, Inc.
2$1240.0%CoreVery LowDenver, CO2026-10-15
Maryland Capital Advisors Inc.
1$620.0%ETFVery LowChester, MD2026-10-15
TFC Financial Management, Inc.
1$620.0%ETFVery LowBoston, MA2026-10-26