EverSource Wealth Advisors, LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PFSI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$27,440
-$17,250 QoQ
Shares Held
314
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $581,771 across 9 Mortgage Finance names. PFSI ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
29,872 | $425,669 | |
| 2 | GHI |
Greystone Housing Impact Investors LP
|
10,000 | $49,200 | |
| 3 | UWMC |
UWM Holdings Corp
|
12,164 | $44,028 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
This page
|
314 | $27,440 | |
| 5 | WD |
Walker & Dunlop, Inc.
|
580 | $25,736 | |
| 6 | ONIT |
Onity Group Inc.
|
164 | $6,439 | |
| 7 | VEL |
Velocity Financial, Inc.
|
104 | $1,881 | |
| 8 | LDI |
loanDepot, Inc.
|
671 | $952 |
All Filings in PFSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,440 | 314 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $44,690 | 339 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,420 | 294 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,303 | 264 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $1,225 | 12 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||