Position in PFSI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,284
+$12,973 QoQ
Shares Held
164
+993.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 34 holders
Holding Since
Mar 2020
22 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, 2026IFP Advisors, Inc holds $166,092 across 8 Mortgage Finance names. PFSI ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
6,961 | $109,635 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
489 | $26,748 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
This page
|
164 | $14,284 | |
| 4 | LDI |
loanDepot, Inc.
|
5,037 | $6,296 | |
| 5 | ONIT |
Onity Group Inc.
|
110 | $4,372 | |
| 6 | UWMC |
UWM Holdings Corp
|
1,191 | $2,727 | |
| 7 | VEL |
Velocity Financial, Inc.
|
107 | $1,975 | |
| 8 | BETRW |
Better Home & Finance Holding Co
|
2 | $55 |
All Filings in PFSI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,284 | 164 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,311 | 15 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,582 | 12 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,973 | 24 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $398 | 4 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-02-04 | |
| 2023-09-30 | $333 | 5 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $351 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $298 | 5 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $396 | 7 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,861 | 90 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,933 | 90 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $4,788 | 90 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $198,175 | 2,840 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $146,834 | 2,402 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $171,211 | 2,774 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $212,178 | 3,173 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $65,816 | 1,003 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $34,639 | 596 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,011 | 96 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,122 | 96 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||