Cerity Partners LLC

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1566475 NEW YORK, NY

Position in PFSI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$487,672

+$171,389 QoQ

Shares Held

5,599

+133.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#113

of 228 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 1% Shared 18% None 81%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $3,136,347 across 5 Mortgage Finance names. PFSI ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	18,340	$1,003,196
2	RKT	Rocket Companies, Inc.	62,628	$986,390
3	PFSI	PennyMac Financial Services, Inc. This page	5,599	$487,672
4	LDI	loanDepot, Inc.	302,803	$378,503
5	UWMC	UWM Holdings Corp	122,527	$280,586

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,672	5,599	+133.4%	Shares	Other	2026-08-14
2025-12-31	$316,283	2,399	+7.3%	Shares	Sole	2026-02-11
2025-09-30	$276,871	2,235	—	Shares	Other	2025-10-22
No filing history on record for this holder in this stock.