WELLS FARGO & COMPANY/MN
Position in PFSI — PennyMac Financial Services, Inc.
CIK 72971
SAN FRANCISCO, CA
Position in PFSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,364,153
+$1,289,920 QoQ
Shares Held
27,143
+120.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $56,880,416 across 9 Mortgage Finance names. PFSI ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,123,437 | $49,194,131 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
This page
|
27,143 | $2,364,153 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
41,926 | $2,293,350 | |
| 4 | UWMC |
UWM Holdings Corp
|
833,240 | $1,908,119 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
13,760 | $378,399 | |
| 6 | VEL |
Velocity Financial, Inc.
|
14,072 | $259,768 | |
| 7 | ONIT |
Onity Group Inc.
|
5,904 | $234,684 | |
| 8 | LDI |
loanDepot, Inc.
|
108,267 | $135,333 |
All Filings in PFSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,364,153 | 27,143 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,074,233 | 12,291 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,404,516 | 40,993 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,724,204 | 30,063 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,271,193 | 22,794 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,925,214 | 19,231 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,672,491 | 26,165 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,212,470 | 28,187 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,713,031 | 28,679 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,486,860 | 16,323 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $804,783 | 9,107 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $641,289 | 9,629 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,094,936 | 15,573 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $514,016 | 8,623 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $936,815 | 16,534 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $683,696 | 15,937 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $710,722 | 16,260 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,263,233 | 42,542 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,468,378 | 78,366 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,936,429 | 80,753 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,029,918 | 97,698 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,811,500 | 146,725 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,898,430 | 166,084 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $20,321,250 | 349,643 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $6,987,244 | 167,199 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,358,007 | 106,649 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||