Bell Investment Advisors, Inc
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1890149
ORINDA, CA
Position in PFSI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,438
+$516 QoQ
Shares Held
28
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 228 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $4,434 across 3 Mortgage Finance names. PFSI ranks #1 (55.0% of the industry book) .
All Filings in PFSI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,438 | 28 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,922 | 22 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,691 | 28 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,468 | 28 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,789 | 28 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,202 | 22 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,247 | 22 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,507 | 22 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,081 | 22 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,003 | 22 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,944 | 22 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,465 | 22 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,546 | 22 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,311 | 22 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,323 | 41 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $943 | 22 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $480 | 11 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $558 | 8 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $489 | 8 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||