Corient Private Wealth LLC

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1948780 MIAMI, FL

Position in PFSI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$206,001

New position

Shares Held

2,357

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0.08650519031141869.ToString("F0")% Shared 0.ToString("F0")% None 99.91349480968859.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $1,824,766 across 4 Mortgage Finance names. PFSI ranks #2 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	95,046	$1,354,405
2	PFSI	PennyMac Financial Services, Inc. This page	2,357	$206,001
3	UWMC	UWM Holdings Corp	46,286	$167,555
4	GHI	Greystone Housing Impact Investors LP	19,676	$96,805

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$206,001	2,357	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.