Position in PAPL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$344
-$415 QoQ
Shares Held
539
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAPL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $380,258,702 across 12 Mortgage Finance names. PAPL ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
22,593,656 | $321,959,590 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
431,640 | $19,156,180 | |
| 3 | UWMC |
UWM Holdings Corp
|
4,011,675 | $14,522,260 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
118,851 | $10,387,574 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
195,985 | $6,980,984 | |
| 6 | ONIT |
Onity Group Inc.
|
55,796 | $2,191,104 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
423,548 | $2,083,854 | |
| 8 | VEL |
Velocity Financial, Inc.
|
88,450 | $1,600,058 |
All Filings in PAPL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344 | 539 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $759 | 539 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,034 | 539 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||