Position in PFSI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$261,413
+$162,138 QoQ
Shares Held
2,991
+297.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026CWM, LLC holds $2,565,192 across 8 Mortgage Finance names. PFSI ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
68,757 | $979,787 | |
| 2 | UWMC |
UWM Holdings Corp
|
196,032 | $709,635 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
10,348 | $459,244 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
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|
2,991 | $261,413 | |
| 5 | VEL |
Velocity Financial, Inc.
|
3,574 | $64,653 | |
| 6 | ONIT |
Onity Group Inc.
|
1,035 | $40,644 | |
| 7 | BETRW |
Better Home & Finance Holding Co
|
770 | $27,427 | |
| 8 | LDI |
loanDepot, Inc.
|
15,767 | $22,389 |
All Filings in PFSI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,413 | 2,991 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $99,275 | 753 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $68,753 | 555 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $28,696 | 288 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $27,129 | 271 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $16,138 | 158 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,360 | 126 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $18,163 | 192 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,299 | 146 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $13,167 | 149 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,523 | 143 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,054 | 143 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,524 | 143 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,102 | 143 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,134 | 143 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,250 | 143 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $159 | 3 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||