Integrated Wealth Concepts LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1737109
WALTHAM, MA
Position in PFSI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,455
New position
Shares Held
143
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 228 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,492,920 across 8 Mortgage Finance names. PFSI ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
142,805 | $2,249,178 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
2,738 | $149,768 | |
| 3 | UWMC |
UWM Holdings Corp
|
21,697 | $49,686 | |
| 4 | ONIT |
Onity Group Inc.
|
475 | $18,881 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
This page
|
143 | $12,455 | |
| 6 | VEL |
Velocity Financial, Inc.
|
481 | $8,879 | |
| 7 | LDI |
loanDepot, Inc.
|
2,049 | $2,561 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
55 | $1,512 |
All Filings in PFSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,455 | 143 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||