Clearstead Advisors, LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 842775
CLEVELAND, OH
Position in PFSI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$435
-$65,880 QoQ
Shares Held
5
-99.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 228 holders
Holding Since
Jun 2025
4 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, 2026Clearstead Advisors, LLC holds $1,366,219 across 7 Mortgage Finance names. PFSI ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
84,890 | $1,337,017 | |
| 2 | ONIT |
Onity Group Inc.
|
456 | $18,126 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
203 | $5,582 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
66 | $3,610 | |
| 5 | UWMC |
UWM Holdings Corp
|
609 | $1,394 | |
| 6 | PFSI |
PennyMac Financial Services, Inc.
This page
|
5 | $435 | |
| 7 | VEL |
Velocity Financial, Inc.
|
3 | $55 |
All Filings in PFSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435 | 5 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $66,315 | 503 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,881 | 217 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,621 | 217 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||