ROTHSCHILD INVESTMENT LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 85338
CHICAGO, IL
Position in PFSI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,274
-$1,864 QoQ
Shares Held
95
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 228 holders
Holding Since
Mar 2024
10 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, 2026ROTHSCHILD INVESTMENT LLC holds $156,244 across 6 Mortgage Finance names. PFSI ranks #4 (5.3% of the industry book) .
All Filings in PFSI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,274 | 95 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,138 | 116 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,800 | 44 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,335 | 35 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,978 | 60 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,504 | 45 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,574 | 35 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,419 | 30 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,419 | 15 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $455 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||