Position in PFSI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$483,759
-$1,513,748 QoQ
Shares Held
5,535
-63.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026SIMPLEX TRADING, LLC holds $2,894,383 across 6 Mortgage Finance names. PFSI ranks #4 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
82,169 | $1,170,908 | |
| 2 | ONIT |
Onity Group Inc.
|
15,075 | $591,995 | |
| 3 | UWMC |
UWM Holdings Corp
|
138,546 | $501,536 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
This page
|
5,535 | $483,759 | |
| 5 | LDI |
loanDepot, Inc.
|
53,130 | $75,444 | |
| 6 | BETRW |
Better Home & Finance Holding Co
|
1,986 | $70,741 |
All Filings in PFSI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $483,759 | 5,535 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,997,507 | 15,151 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,041,087 | 8,404 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,012,528 | 20,198 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,535,886 | 25,331 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $246,770 | 2,416 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $4,829,155 | 54,647 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,863,665 | 58,013 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,269,677 | 32,281 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $257,753 | 4,324 | Shares | Sole | 2023-04-27 | |
| 2021-09-30 | $1,373,957 | 22,476 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,300,749 | 21,075 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,511,097 | 23,028 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $77,183 | 1,328 | Shares | Sole | 2020-10-14 | |
| 2020-03-31 | $258,465 | 11,690 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||