Vanguard Personalized Indexing Management, LLC

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1767306 OAKLAND, CA

Position in PFSI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$292,830

-$146,180 QoQ

Shares Held

3,362

-33.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#133

of 228 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $3,265,978 across 5 Mortgage Finance names. PFSI ranks #2 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	159,336	$2,509,542
2	PFSI	PennyMac Financial Services, Inc. This page	3,362	$292,830
3	WD	Walker & Dunlop, Inc.	4,265	$233,295
4	UWMC	UWM Holdings Corp	74,864	$171,438
5	LDI	loanDepot, Inc.	47,099	$58,873

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,830	3,362	-33.1%	Shares	Sole	2026-08-11
2026-03-31	$439,010	5,023	+8.7%	Shares	Sole	2026-05-14
2025-12-31	$608,968	4,619	+4.4%	Shares	Sole	2026-02-13
2025-09-30	$547,921	4,423	+20.4%	Shares	Sole	2025-10-31
2025-06-30	$366,077	3,674	+98.0%	Shares	Sole	2025-07-25
2024-09-30	$211,528	1,856	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.