Advisory Services Network, LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1573876
Atlanta, GA
Position in PFSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,048
+$305 QoQ
Shares Held
12
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Advisory Services Network, LLC holds $696,554 across 7 Mortgage Finance names. PFSI ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
|
10,031 | $445,175 | |
| 2 | RKT |
Rocket Companies, Inc.
|
7,385 | $105,234 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
2,529 | $90,082 | |
| 4 | GHI |
Greystone Housing Impact Investors LP
|
6,466 | $31,812 | |
| 5 | UWMC |
UWM Holdings Corp
|
6,230 | $22,552 | |
| 6 | PFSI |
PennyMac Financial Services, Inc.
This page
|
12 | $1,048 | |
| 7 | VEL |
Velocity Financial, Inc.
|
36 | $651 |
All Filings in PFSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,048 | 12 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $743 | 6 | Shares | Sole | 2025-11-18 | |
| 2020-12-31 | $1,902 | 29 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,685 | 29 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $685 | 31 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||