NewEdge Wealth, LLC

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1861796 STAMFORD, CT

Position in PFSI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$906,101

-$2,859 QoQ

Shares Held

10,403

+0.0% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#96

of 228 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $1,219,761 across 3 Mortgage Finance names. PFSI ranks #1 (74.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc. This page	10,403	$906,101
2	RKT	Rocket Companies, Inc.	18,052	$284,319
3	UWMC	UWM Holdings Corp	12,813	$29,341

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$906,101	10,403	+0.0%	Shares	Sole	2026-08-10
2026-03-31	$908,960	10,400	-0.5%	Shares	Sole	2026-05-13
2025-12-31	$1,377,991	10,452	+0.5%	Shares	Sole	2026-02-03
2025-09-30	$1,288,352	10,400	0.0%	Shares	Sole	2025-11-07
2025-06-30	$1,036,256	10,400	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.