Rialto Wealth Management, LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 2054966
SYRACUSE, NY
Position in PFSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$958
+$172 QoQ
Shares Held
11
+22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 228 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Rialto Wealth Management, LLC holds $3,876 across 3 Mortgage Finance names. PFSI ranks #3 (24.7% of the industry book) .
All Filings in PFSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958 | 11 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $786 | 9 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,582 | 12 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,362 | 11 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $896 | 9 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||