Skip to content
Disclosery

PFSI PENNYMAC FINL SVCS INC NEW

Follow

COM (common), issuer CIK 1745916

260 managers (264 13F filers) reported a position in PFSI shares at 2025-12-31, 31,221,121 shares in all. 56 filers opened a position and 22 filers sold out during the quarter.

Managers
260
13F filers
264
New
56
Added
79
Reduced
82
Sold out
22
Shares held by filers
31,221,121

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Smartleaf Asset Management LLC247$32.9K<0.01%+6813F-HRTimeline
Versant Capital Management, Inc246$32.4K<0.01%+22613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC250$31.3K<0.01%new13F-HRTimeline
Caitong International Asset Management …231$30.5K0.01%+22813F-HR/ATimeline
Root Financial Partners, LLC229$30.2K<0.01%+3513F-HRTimeline
COMERICA BANK225$29.7K<0.01%-713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC225$29.7K<0.01%013F-HRTimeline
Bayforest Capital Ltd185$24.4K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…184$24.3K<0.01%new13F-HR/ATimelineGroup
Torren Management, LLC174$22.9K0.01%13F-HRTimeline
Parallel Advisors, LLC161$21.3K<0.01%+3813F-HRTimeline
Private Wealth Asset Management, LLC140$18.5K<0.01%013F-HRTimeline
Allworth Financial LP115$15.2K<0.01%+313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.115$15.2K<0.01%-5813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.105$13.8K<0.01%new13F-HRTimeline
DANSKE BANK A/S100$13.2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC95$12K<0.01%013F-HRTimelineGroup
Quarry LP90$11.9K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…88$11.6K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.80$10.5K<0.01%013F-HRTimeline
Larson Financial Group LLC63$8.31K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.53$6.99K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC49$6.46K<0.01%+1413F-HRTimeline
ROTHSCHILD INVESTMENT LLC44$5.8K<0.01%+913F-HRTimeline
MAI Capital Management44$5.8K<0.01%new13F-HRTimeline
Kilter Group LLC40$5.27K<0.01%+3113F-HRTimeline
Blue Trust, Inc.31$4.09K<0.01%+413F-HRTimeline
Keating Financial Advisory Services, In…30$3.96K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC29$3.82K<0.01%+613F-HRTimeline
Bell Investment Advisors, Inc28$3.69K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…27$3.56K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…20$2.64K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.17$2.24K<0.01%+713F-HRTimeline
Fortitude Family Office, LLC15$1.98K<0.01%+113F-HRTimeline
Bare Financial Services, Inc15$1.98K<0.01%+513F-HRTimeline
Arax Advisory Partners14$1.85K<0.01%-4213F-HRTimeline
IMA Advisory Services, Inc.14$1.84K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.71K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC12$1.58K<0.01%+113F-HRTimeline
IFP Advisors, Inc12$1.58K<0.01%-1213F-HRTimeline
True Wealth Design, LLC12$1.52K<0.01%-113F-HRTimeline
MassMutual Private Wealth & Trust, FSB11$1.45K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC10$1.32K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.10$1.32K<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC9$1.19K<0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8$1.05K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8$1.05K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC8$1.05K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC8$1.05K<0.01%-213F-HRTimeline
Private Wealth Management Group, LLC8$1.05K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC7$1.03K<0.01%-18513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7$923<0.01%013F-HR/ATimelineGroup
SJS Investment Consulting Inc.7$923<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC7$922<0.01%+213F-HRTimeline
HFM Investment Advisors, LLC5$660<0.01%-113F-HRTimeline
OPTIMA CAPITAL LLC5$659<0.01%new13F-HRTimeline
Essential Partners LLC3$396<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$132<0.01%013F-HRTimeline
Rossby Financial, LCC1$132<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$76<0.01%new13F-HRTimeline