Rockefeller Capital Management L.P.
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1739439
NEW YORK, NY
Position in PFSI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$68,520
+$44,263 QoQ
Shares Held
784
+326.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 20.02551020408163.ToString("F0")%
Shared 0.ToString("F0")%
None 79.97448979591837.ToString("F0")%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $11,480,283 across 8 Mortgage Finance names. PFSI ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
|
241,320 | $10,709,779 | |
| 2 | RKT |
Rocket Companies, Inc.
|
41,355 | $589,307 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
2,700 | $96,174 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
This page
|
784 | $68,520 | |
| 5 | ONIT |
Onity Group Inc.
|
168 | $6,597 | |
| 6 | LDI |
loanDepot, Inc.
|
4,324 | $6,140 | |
| 7 | UWMC |
UWM Holdings Corp
|
894 | $3,235 | |
| 8 | GHI |
Greystone Housing Impact Investors LP
|
108 | $531 |
All Filings in PFSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,520 | 784 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $24,257 | 184 | Shares | Defined | 2026-03-17 | |
| 2021-09-30 | $4,584 | 75 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||