OSAIC HOLDINGS, INC.
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1677044
SCOTTSDALE, AZ
Position in PFSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$284,486
-$147,420 QoQ
Shares Held
3,255
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $2,728,577 across 10 Mortgage Finance names. PFSI ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
136,519 | $1,945,394 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
This page
|
3,255 | $284,486 | |
| 3 | UWMC |
UWM Holdings Corp
|
77,125 | $279,191 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
1,549 | $68,744 | |
| 5 | LDI |
loanDepot, Inc.
|
45,061 | $63,986 | |
| 6 | GHI |
Greystone Housing Impact Investors LP
|
9,733 | $47,886 | |
| 7 | ONIT |
Onity Group Inc.
|
665 | $26,114 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
347 | $12,359 |
All Filings in PFSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,486 | 3,255 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $431,906 | 3,276 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $433,951 | 3,503 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $336,882 | 3,381 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $309,539 | 3,092 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $286,604 | 2,806 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $281,390 | 2,469 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,324 | 2,699 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $373,650 | 4,102 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $549,835 | 6,222 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $338,460 | 5,082 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $323,071 | 4,595 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $270,389 | 4,536 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $225,334 | 3,977 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $69,539 | 1,621 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $77,931 | 1,783 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $170,612 | 3,207 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $257,416 | 3,689 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $174,523 | 2,855 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $306,437 | 4,965 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $584,709 | 8,744 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $586,969 | 8,945 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $537,664 | 9,251 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,401,382 | 33,534 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $247,077 | 11,175 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||