Pinnacle Wealth Planning Services, Inc.
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1726752
MANSFIELD, OH
Position in PFSI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,145
-$32 QoQ
Shares Held
105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 228 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $120,134 across 4 Mortgage Finance names. PFSI ranks #3 (7.6% of the industry book) .
All Filings in PFSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,145 | 105 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,177 | 105 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,843 | 105 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $1,443 | 22 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||