Rockefeller Capital Management L.P.
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1739439
NEW YORK, NY
Position in PFSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$71,246
+$2,726 QoQ
Shares Held
818
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 230 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $14,062,512 across 8 Mortgage Finance names. PFSI ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
|
239,143 | $13,081,120 | |
| 2 | RKT |
Rocket Companies, Inc.
|
47,749 | $752,045 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
5,140 | $141,350 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
This page
|
818 | $71,246 | |
| 5 | UWMC |
UWM Holdings Corp
|
5,593 | $12,807 | |
| 6 | ONIT |
Onity Group Inc.
|
80 | $3,179 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
110 | $638 | |
| 8 | LDI |
loanDepot, Inc.
|
102 | $127 |
All Filings in PFSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,246 | 818 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||