Parkside Financial Bank & Trust

Bank

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1455267 SAINT LOUIS, MO

Position in PFSI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$92,468

-$24,473 QoQ

Shares Held

1,058

+19.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Parkside Financial Bank & Trust holds $177,349 across 5 Mortgage Finance names. PFSI ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc. This page	1,058	$92,468
2	RKT	Rocket Companies, Inc.	5,255	$74,883
3	WD	Walker & Dunlop, Inc.	140	$6,213
4	UWMC	UWM Holdings Corp	677	$2,450
5	ONIT	Onity Group Inc.	34	$1,335

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$92,468	1,058	+19.3%	Shares	Sole	2026-05-13
2025-12-31	$116,941	887	-15.0%	Shares	Sole	2026-02-13
2025-09-30	$129,206	1,043	-4.5%	Shares	Sole	2025-10-30
2025-06-30	$108,806	1,092	-2.7%	Shares	Sole	2025-08-07
2025-03-31	$112,323	1,122	+2.0%	Shares	Sole	2025-05-08
2024-12-31	$112,353	1,100	+54.7%	Shares	Sole	2025-02-05
2024-09-30	$81,031	711	+37.5%	Shares	Sole	2024-11-07
2024-06-30	$48,908	517	+5.7%	Shares	Sole	2024-08-05
2024-03-31	$44,542	489	+19.3%	Shares	Sole	2024-05-01
2023-12-31	$36,231	410	+35.8%	Shares	Sole	2024-02-01
2022-12-31	$17,111	302	-4.1%	Shares	Sole	2023-02-14
2022-09-30	$13,513	315	-24.8%	Shares	Sole	2022-11-01
2022-06-30	$18,313	419	-0.2%	Shares	Sole	2022-07-13
2022-03-31	$22,344	420	-0.9%	Shares	Defined	2022-05-13
2021-12-31	$29,586	424	-8.8%	Shares	Defined	2022-03-01
2021-09-30	$28,425	465	+1.8%	Shares	Defined	2021-10-29
2021-06-30	$28,205	457	-0.9%	Shares	Defined	2021-08-06
2021-03-31	$30,826	461	+92.1%	Shares	Defined	2021-05-10
2020-12-31	$15,748	240	-28.1%	Shares	Defined	2021-02-09
2020-09-30	$19,412	334	—	Shares	Defined	2020-11-06
No filing history on record for this holder in this stock.