Parallel Advisors, LLC

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1690010 SAN FRANCISCO, CA

Position in PFSI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,090

-$6,737 QoQ

Shares Held

-76.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#198

of 228 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Parallel Advisors, LLC holds $250,483 across 5 Mortgage Finance names. PFSI ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp	50,853	$116,453
2	RKT	Rocket Companies, Inc.	5,377	$84,687
3	WD	Walker & Dunlop, Inc.	766	$41,900
4	VEL	Velocity Financial, Inc.	290	$5,353
5	PFSI	PennyMac Financial Services, Inc. This page	24	$2,090

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,090	24	-76.2%	Shares	Sole	2026-08-05
2026-03-31	$8,827	101	-37.3%	Shares	Sole	2026-05-07
2025-12-31	$21,226	161	+30.9%	Shares	Sole	2026-02-11
2025-09-30	$15,237	123	+83.6%	Shares	Sole	2025-11-13
2025-06-30	$6,675	67	+204.5%	Shares	Sole	2025-07-08
2025-03-31	$2,202	22	-8.3%	Shares	Sole	2025-04-08
2024-12-31	$2,451	24	+9.1%	Shares	Sole	2025-02-10
2024-09-30	$2,507	22	+29.4%	Shares	Sole	2024-11-13
2024-06-30	$1,608	17	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,548	17	0.0%	Shares	Sole	2024-05-06
2023-12-31	$1,502	17	+41.7%	Shares	Sole	2024-02-12
2023-09-30	$799	12	0.0%	Shares	Sole	2024-05-20
2023-06-30	$843	12	0.0%	Shares	Sole	2024-05-20
2023-03-31	$715	12	0.0%	Shares	Sole	2024-05-20
2022-12-31	$679	12	-58.6%	Shares	Sole	2023-02-06
2022-09-30	$1,244	29	-34.1%	Shares	Sole	2022-11-10
2022-06-30	$1,923	44	+63.0%	Shares	Sole	2022-08-01
2022-03-31	$1,436	27	+237.5%	Shares	Sole	2022-04-28
2021-12-31	$558	8	-98.1%	Shares	Sole	2022-01-20
2020-03-31	$9,529	431	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.