LRI Investments, LLC

Position in PFSI — PennyMac Financial Services, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in PFSI

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

Position Value

$261

New position

Shares Held

3

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#220

of 228 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LRI Investments, LLC holds $191,533 across 3 Mortgage Finance names. PFSI ranks #2 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	12,144	$191,268
2	PFSI	PennyMac Financial Services, Inc. This page	3	$261
3	UWMC	UWM Holdings Corp	2	$4

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261	3	—	Shares	Sole	2026-07-14
No filing history on record for this holder in this stock.