NewEdge Advisors, LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1633516
NEW ORLEANS, LA
Position in PFSI
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$874
New position
Shares Held
10
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $1,293,970 across 6 Mortgage Finance names. PFSI ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
44,434 | $633,184 | |
| 2 | BLNE |
Beeline Holdings, Inc.
|
252,850 | $594,197 | |
| 3 | GHI |
Greystone Housing Impact Investors LP
|
13,106 | $64,481 | |
| 4 | UWMC |
UWM Holdings Corp
|
280 | $1,013 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
This page
|
10 | $874 | |
| 6 | WD |
Walker & Dunlop, Inc.
|
5 | $221 |
All Filings in PFSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $874 | 10 | Shares | Sole | 2026-06-03 | |
| No filing history on record for this holder in this stock. | ||||||