Position in PFSI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,704,118
+$937,217 QoQ
Shares Held
203,262
+6.0% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $269,889,367 across 10 Mortgage Finance names. PFSI ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
13,727,827 | $216,213,271 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
608,086 | $33,262,302 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
This page
|
203,262 | $17,704,118 | |
| 4 | ONIT |
Onity Group Inc.
|
42,648 | $1,695,256 | |
| 5 | VEL |
Velocity Financial, Inc.
|
43,772 | $808,031 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
3,351 | $92,152 | |
| 7 | LDI |
loanDepot, Inc.
|
47,273 | $59,091 | |
| 8 | UWMC |
UWM Holdings Corp
|
19,437 | $44,507 |
All Filings in PFSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,704,118 | 203,262 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $16,766,901 | 191,841 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $78,909,797 | 598,527 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $80,259,125 | 647,878 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $72,015,705 | 722,759 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $88,029,423 | 879,327 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $82,543,212 | 808,138 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $108,808,638 | 954,713 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $88,258,203 | 932,962 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $79,151,377 | 868,936 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $63,070,284 | 713,707 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $21,360,949 | 320,735 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,898,648 | 339,904 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,812,164 | 282,036 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $12,831,165 | 226,459 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,433,668 | 173,279 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,962,473 | 205,044 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $17,357,296 | 326,265 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $21,400,965 | 306,692 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $17,774,952 | 290,773 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,364,166 | 297,540 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $39,107,177 | 584,824 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $29,439,163 | 448,631 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $17,663,770 | 303,919 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $5,107,779 | 122,225 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $6,150,779 | 278,190 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||