MERCER GLOBAL ADVISORS INC /ADV

Position in PFSI — PennyMac Financial Services, Inc.

CIK 853758 DENVER, CO

Position in PFSI

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,274,185

+$57,490 QoQ

Shares Held

14,629

+5.1% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#84

of 228 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $8,488,203 across 5 Mortgage Finance names. PFSI ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	363,913	$5,731,629
2	PFSI	PennyMac Financial Services, Inc. This page	14,629	$1,274,185
3	WD	Walker & Dunlop, Inc.	22,710	$1,242,237
4	UWMC	UWM Holdings Corp	98,310	$225,129
5	LDI	loanDepot, Inc.	12,019	$15,023

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,274,185	14,629	+5.1%	Shares	Sole	2026-08-19
2026-03-31	$1,216,695	13,921	+36.9%	Shares	Sole	2026-05-15
2025-12-31	$1,340,417	10,167	+5.2%	Shares	Sole	2026-02-18
2025-09-30	$1,197,052	9,663	-10.0%	Shares	Sole	2025-11-14
2025-06-30	$1,070,133	10,740	-10.0%	Shares	Sole	2025-08-14
2025-03-31	$1,194,612	11,933	-13.2%	Shares	Sole	2025-05-15
2024-12-31	$1,403,710	13,743	-23.9%	Shares	Sole	2025-02-14
2024-09-30	$2,059,095	18,067	-45.6%	Shares	Sole	2024-11-14
2024-06-30	$3,141,571	33,209	+6.4%	Shares	Sole	2024-08-12
2024-03-31	$2,843,920	31,221	+2.7%	Shares	Sole	2024-05-15
2023-12-31	$2,685,917	30,394	+9.6%	Shares	Sole	2024-02-15
2023-09-30	$1,846,818	27,730	+18.0%	Shares	Sole	2023-11-15
2023-06-30	$1,652,636	23,505	+19.3%	Shares	Sole	2023-08-14
2023-03-31	$1,174,853	19,709	+286.0%	Shares	Sole	2023-05-16
2022-12-31	$289,305	5,106	-50.8%	Shares	Sole	2023-02-09
2021-12-31	$724,595	10,384	+3.6%	Shares	Sole	2022-02-04
2021-09-30	$612,461	10,019	-11.8%	Shares	Sole	2021-11-10
2021-06-30	$700,892	11,356	+7.6%	Shares	Sole	2021-08-10
2021-03-31	$705,679	10,553	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.