T. Rowe Price Investment Management, Inc.

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1897612 BALTIMORE, MD

Position in PFSI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$341,598,448

+$26,890,276 QoQ

Shares Held

3,921,911

+8.9% QoQ

Ownership

7.55%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

of 230 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

T. Rowe Price Investment Management, Inc. holds $569,416,627 across 3 Mortgage Finance names. PFSI ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc. This page	3,921,911	$341,598,448
2	RKT	Rocket Companies, Inc.	10,019,120	$157,801,140
3	WD	Walker & Dunlop, Inc.	1,280,019	$70,017,039

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,598,448	3,921,911	+8.9%	Shares	Sole	2026-08-14
2026-03-31	$314,708,172	3,600,780	+383.7%	Shares	Sole	2026-05-15
2025-12-31	$98,153,166	744,487	-80.1%	Shares	Sole	2026-02-17
2025-09-30	$463,570,109	3,742,090	-15.3%	Shares	Sole	2025-11-14
2025-06-30	$440,190,289	4,417,807	+3.0%	Shares	Sole	2025-08-14
2025-03-31	$429,453,780	4,289,819	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$435,705,134	4,265,764	-4.8%	Shares	Sole	2025-02-14
2024-09-30	$510,607,596	4,480,193	-3.4%	Shares	Sole	2024-11-14
2024-06-30	$438,685,931	4,637,272	-1.6%	Shares	Sole	2024-08-14
2024-03-31	$429,067,238	4,710,366	-4.1%	Shares	Sole	2024-05-15
2023-12-31	$434,126,550	4,912,601	+1.6%	Shares	Sole	2024-02-14
2023-09-30	$322,120,690	4,836,647	-4.6%	Shares	Sole	2023-11-14
2023-06-30	$356,602,054	5,071,854	-1.3%	Shares	Sole	2023-08-14
2023-03-31	$306,203,753	5,136,785	+2.9%	Shares	Sole	2023-05-15
2022-12-31	$282,876,806	4,992,531	+5.4%	Shares	Sole	2023-02-14
2022-09-30	$203,166,420	4,735,814	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.