ACTION POINT FINANCIAL PLANNING, LLC

Position in PFSI — PennyMac Financial Services, Inc.

CIK 2116119 GRAND RAPIDS, MI

Position in PFSI

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

Position Value

$2,611

New position

Shares Held

30

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#196

of 230 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $11,584 across 3 Mortgage Finance names. PFSI ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	502	$7,904
2	PFSI	PennyMac Financial Services, Inc. This page	30	$2,611
3	UWMC	UWM Holdings Corp	467	$1,069

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,611	30	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.