JONES FINANCIAL COMPANIES LLLP
Position in PFSI — PennyMac Financial Services, Inc.
CIK 815917
DES PERES, MO
Position in PFSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$83,093
+$54,688 QoQ
Shares Held
954
+193.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 228 holders
Holding Since
Sep 2025
4 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, 2026JONES FINANCIAL COMPANIES LLLP holds $4,261,702 across 7 Mortgage Finance names. PFSI ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
255,196 | $4,019,337 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,946 | $106,446 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
This page
|
954 | $83,093 | |
| 4 | UWMC |
UWM Holdings Corp
|
16,516 | $37,821 | |
| 5 | LDI |
loanDepot, Inc.
|
6,604 | $8,255 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
130 | $3,575 | |
| 7 | VEL |
Velocity Financial, Inc.
|
172 | $3,175 |
All Filings in PFSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,093 | 954 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,405 | 325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,054 | 8 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $991 | 8 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||