Corient Private Wealth LLC

Position in PFSI — PennyMac Financial Services, Inc.

CIK 1948780 MIAMI, FL

Position in PFSI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,268,780

+$2,062,779 QoQ

Shares Held

26,048

+1005.1% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#76

of 228 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $3,914,404 across 5 Mortgage Finance names. PFSI ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc. This page	26,048	$2,268,780
2	RKT	Rocket Companies, Inc.	56,767	$894,080
3	WD	Walker & Dunlop, Inc.	11,007	$602,082
4	GHI	Greystone Housing Impact Investors LP	21,811	$126,503
5	UWMC	UWM Holdings Corp	10,026	$22,959

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,268,780	26,048	+1005.1%	Shares	Sole	2026-08-17
2026-03-31	$206,001	2,357	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.