Position in PFSI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$102,603
+$93,776 QoQ
Shares Held
1,178
+1066.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 228 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $1,664,443 across 8 Mortgage Finance names. PFSI ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
46,206 | $727,744 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
10,112 | $553,126 | |
| 3 | UWMC |
UWM Holdings Corp
|
88,206 | $201,991 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
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|
1,178 | $102,603 | |
| 5 | ONIT |
Onity Group Inc.
|
1,294 | $51,436 | |
| 6 | VEL |
Velocity Financial, Inc.
|
603 | $11,131 | |
| 7 | LDI |
loanDepot, Inc.
|
6,794 | $8,492 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
288 | $7,920 |
All Filings in PFSI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,603 | 1,178 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,827 | 101 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,845 | 14 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,937 | 56 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $600 | 6 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,494 | 44 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,330 | 38 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,594 | 38 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||