Creative Planning

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PFSI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,278,749

-$1,110,323 QoQ

Shares Held

14,631

-19.3% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $11,588,047 across 7 Mortgage Finance names. PFSI ranks #2 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	522,202	$7,441,378
2	PFSI	PennyMac Financial Services, Inc. This page	14,631	$1,278,749
3	VEL	Velocity Financial, Inc.	53,898	$975,014
4	UWMC	UWM Holdings Corp	220,151	$796,946
5	WD	Walker & Dunlop, Inc.	16,992	$754,104
6	LDI	loanDepot, Inc.	177,567	$252,145
7	BLNE	Beeline Holdings, Inc.	38,175	$89,711

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,278,749	14,631	-19.3%	Shares	Sole	2026-05-12
2025-12-31	$2,389,072	18,121	+26.8%	Shares	Sole	2026-02-17
2025-09-30	$1,769,749	14,286	+5.9%	Shares	Sole	2025-11-14
2025-06-30	$1,344,641	13,495	+89.5%	Shares	Defined	2025-08-08
2025-03-31	$712,883	7,121	+23.4%	Shares	Sole	2025-05-15
2024-12-31	$589,449	5,771	-1.5%	Shares	Defined	2025-02-14
2024-09-30	$667,407	5,856	+17.7%	Shares	Defined	2024-10-11
2024-06-30	$470,823	4,977	+59.9%	Shares	Defined	2024-08-15
2024-03-31	$283,472	3,112	+10.0%	Shares	Sole	2024-05-13
2023-12-31	$250,087	2,830	-84.4%	Shares	Sole	2024-02-14
2021-03-31	$1,209,477	18,087	-3.2%	Shares	Sole	2021-04-30
2020-12-31	$1,225,715	18,679	+5.2%	Shares	Sole	2021-01-29
2020-09-30	$1,031,630	17,750	-35.8%	Shares	Sole	2020-11-05
2020-03-31	$610,899	27,630	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.