Position in PFSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,371
+$7,030 QoQ
Shares Held
165
+96.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 230 holders
Holding Since
Jun 2022
17 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, 2026Allworth Financial LP holds $318,105 across 8 Mortgage Finance names. PFSI ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
9,496 | $149,562 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
2,356 | $128,873 | |
| 3 | UWMC |
UWM Holdings Corp
|
6,729 | $15,409 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
This page
|
165 | $14,371 | |
| 5 | ONIT |
Onity Group Inc.
|
138 | $5,485 | |
| 6 | VEL |
Velocity Financial, Inc.
|
199 | $3,673 | |
| 7 | LDI |
loanDepot, Inc.
|
432 | $540 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
7 | $192 |
All Filings in PFSI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,371 | 165 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,341 | 84 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,161 | 115 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,874 | 112 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,280 | 53 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,205 | 52 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,859 | 28 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,191 | 28 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,270 | 24 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,186 | 24 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,385 | 27 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,398 | 21 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,476 | 21 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,251 | 21 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,189 | 21 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $10,767 | 251 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305 | 7 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||