SEI INVESTMENTS CO

Position in PFSI — PennyMac Financial Services, Inc.

CIK 350894 OAKS, PA

Position in PFSI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,341,153

-$1,981,345 QoQ

Shares Held

15,345

-39.1% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

SEI INVESTMENTS CO holds $37,642,713 across 5 Mortgage Finance names. PFSI ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	2,411,225	$34,359,955
2	WD	Walker & Dunlop, Inc.	41,105	$1,824,239
3	PFSI	PennyMac Financial Services, Inc. This page	15,345	$1,341,153
4	UWMC	UWM Holdings Corp	21,238	$76,881
5	LDI	loanDepot, Inc.	28,511	$40,485

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,341,153	15,345	-39.1%	Shares	Sole	2026-05-13
2025-12-31	$3,322,498	25,201	+13.8%	Shares	Defined	2026-02-13
2025-09-30	$2,743,321	22,145	+0.7%	Shares	Sole	2025-11-13
2025-06-30	$2,191,979	21,999	+18.4%	Shares	Sole	2025-08-14
2025-03-31	$1,860,042	18,580	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$1,877,230	18,379	+5.7%	Shares	Sole	2025-02-11
2024-09-30	$1,981,710	17,388	+36.5%	Shares	Sole	2024-11-12
2024-06-30	$1,205,203	12,740	+43.6%	Shares	Sole	2024-08-13
2024-03-31	$807,968	8,870	-26.8%	Shares	Sole	2024-05-07
2023-12-31	$1,071,219	12,122	+65.1%	Shares	Defined	2024-02-14
2023-09-30	$488,843	7,340	-31.2%	Shares	Defined	2023-11-14
2023-03-31	$636,335	10,675	+15.8%	Shares	Defined	2023-05-12
2022-03-31	$490,503	9,220	-10.7%	Shares	Sole	2022-05-13
2021-12-31	$720,129	10,320	-49.7%	Shares	Sole	2022-02-14
2021-09-30	$1,254,387	20,520	+4.3%	Shares	Defined	2021-11-12
2021-06-30	$1,214,710	19,681	-65.1%	Shares	Defined	2021-08-06
2021-03-31	$3,768,524	56,356	-2.0%	Shares	Defined	2021-05-12
2020-12-31	$3,773,215	57,501	+53.0%	Shares	Defined	2021-02-08
2020-09-30	$2,183,972	37,577	+70.9%	Shares	Defined	2020-12-04
2020-06-30	$919,002	21,991	+12.7%	Shares	Defined	2020-08-17
2020-03-31	$431,453	19,514	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.