FIRST TRUST ADVISORS LP

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1125816 Wheaton, IL

Position in PFSI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$949,477

-$702,033 QoQ

Shares Held

10,901

-42.3% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#96

of 230 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $9,052,795 across 5 Mortgage Finance names. PFSI ranks #2 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	112,410	$6,148,827
2	PFSI	PennyMac Financial Services, Inc. This page	10,901	$949,477
3	ONIT	Onity Group Inc.	22,108	$878,793
4	VEL	Velocity Financial, Inc.	32,676	$603,198
5	RKT	Rocket Companies, Inc.	30,000	$472,500

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,477	10,901	-42.3%	Shares	Sole	2026-08-11
2026-03-31	$1,651,510	18,896	+12.4%	Shares	Sole	2026-05-13
2025-12-31	$2,215,966	16,808	-45.3%	Shares	Sole	2026-02-13
2025-09-30	$3,806,213	30,725	+58.2%	Shares	Sole	2025-11-12
2025-06-30	$1,935,606	19,426	+117.8%	Shares	Sole	2025-08-13
2025-03-31	$892,780	8,918	+6.4%	Shares	Sole	2025-05-14
2024-12-31	$855,728	8,378	-7.1%	Shares	Sole	2025-02-13
2024-09-30	$1,028,123	9,021	-37.0%	Shares	Sole	2024-11-13
2024-06-30	$1,354,388	14,317	-39.0%	Shares	Sole	2024-08-13
2024-03-31	$2,138,064	23,472	-47.7%	Shares	Sole	2024-05-13
2023-12-31	$3,962,334	44,838	+12.4%	Shares	Sole	2024-02-13
2023-09-30	$2,657,872	39,908	-35.8%	Shares	Sole	2023-11-13
2023-06-30	$4,371,383	62,173	-12.2%	Shares	Sole	2023-08-14
2023-03-31	$4,222,116	70,829	-14.1%	Shares	Sole	2023-05-15
2022-12-31	$4,672,920	82,473	-7.6%	Shares	Sole	2023-02-09
2022-09-30	$3,828,782	89,249	-3.2%	Shares	Sole	2022-11-14
2022-06-30	$4,028,663	92,168	-14.1%	Shares	Sole	2022-08-12
2022-03-31	$5,708,945	107,311	+17.6%	Shares	Sole	2022-05-13
2021-12-31	$6,364,982	91,215	+41.1%	Shares	Sole	2022-02-08
2021-09-30	$3,951,382	64,639	-31.9%	Shares	Sole	2021-11-15
2021-06-30	$5,856,610	94,890	-7.2%	Shares	Sole	2021-10-12
2021-03-31	$6,836,521	102,236	+8.8%	Shares	Sole	2021-05-14
2020-12-31	$6,163,949	93,934	+69.5%	Shares	Sole	2021-02-02
2020-09-30	$3,220,894	55,418	-32.2%	Shares	Sole	2020-11-05
2020-06-30	$3,414,159	81,698	+33.5%	Shares	Sole	2020-07-22
2020-03-31	$1,353,087	61,198	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.