Covestor Ltd

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1909846 LONDON, X0

Position in PFSI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$36,843

+$26,006 QoQ

Shares Held

423

+241.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#161

of 228 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Covestor Ltd holds $52,903 across 5 Mortgage Finance names. PFSI ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc. This page	423	$36,843
2	RKT	Rocket Companies, Inc.	625	$9,843
3	WD	Walker & Dunlop, Inc.	107	$5,852
4	UWMC	UWM Holdings Corp	159	$364
5	VEL	Velocity Financial, Inc.	80	$1

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,843	423	+241.1%	Shares	Sole	2026-08-07
2026-03-31	$10,837	124	-94.6%	Shares	Sole	2026-05-05
2025-12-31	$304,945	2,313	+307.9%	Shares	Sole	2026-02-06
2025-09-30	$70,239	567	+95.5%	Shares	Sole	2025-10-30
2025-06-30	$28,895	290	+143.7%	Shares	Sole	2025-08-11
2025-03-31	$11,913	119	+0.8%	Shares	Sole	2025-05-12
2024-12-31	$12,052	118	0.0%	Shares	Sole	2025-02-13
2024-09-30	$13,448	118	0.0%	Shares	Sole	2024-11-01
2024-06-30	$11,162	118	+0.9%	Shares	Sole	2024-08-09
2024-03-31	$10,657	117	-7.1%	Shares	Sole	2024-05-10
2023-12-31	$11,134	126	-48.6%	Shares	Sole	2024-02-09
2023-09-30	$16,317	245	-78.4%	Shares	Sole	2023-11-13
2023-06-30	$79,801	1,135	-16.8%	Shares	Sole	2023-08-11
2023-03-31	$81,367	1,365	-23.3%	Shares	Sole	2023-05-15
2022-12-31	$100,854	1,780	+8.1%	Shares	Sole	2023-02-14
2022-09-30	$70,656	1,647	+23428.6%	Shares	Sole	2022-11-14
2022-06-30	$305	7	-22.2%	Shares	Sole	2022-08-10
2022-03-31	$478	9	-18.2%	Shares	Sole	2022-05-13
2021-12-31	$767	11	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.