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Equibles

Creative Planning

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to PFSI Full portfolio

Position in PFSI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$837,553
-$441,196 QoQ
Shares Held
9,616
-34.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 230 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PFSI Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

Creative Planning holds $13,312,058 across 7 Mortgage Finance names. PFSI ranks #5 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RKT
Rocket Companies, Inc.
 546,077 $8,600,712
2 WD
Walker & Dunlop, Inc.
 31,220 $1,707,733
3 UWMC
UWM Holdings Corp
 476,961 $1,092,240
4 VEL
Velocity Financial, Inc.
 54,853 $1,012,586
5 PFSI
PennyMac Financial Services, Inc.
This page 		9,616 $837,553
6 BLNE
Beeline Holdings, Inc.
 38,175 $46,573
7 LDI
loanDepot, Inc.
 11,729 $14,661

All Filings in PFSI

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $837,553 9,616
2026-03-31 $1,278,749 14,631
2025-12-31 $2,389,072 18,121
2025-09-30 $1,769,749 14,286
2025-06-30 $1,344,641 13,495
2025-03-31 $712,883 7,121
2024-12-31 $589,449 5,771
2024-09-30 $667,407 5,856
2024-06-30 $470,823 4,977
2024-03-31 $283,472 3,112
2023-12-31 $250,087 2,830
2021-03-31 $1,209,477 18,087
2020-12-31 $1,225,715 18,679
2020-09-30 $1,031,630 17,750
2020-03-31 $610,899 27,630