MORGAN STANLEY

Position in PFSI — PennyMac Financial Services, Inc.

CIK 895421 NEW YORK, NY

Back to PFSI Full portfolio

Position in PFSI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,387,574

-$8,609,510 QoQ

Shares Held

118,851

-17.5% QoQ

Ownership

0.229%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#38

of 230 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.92514997770317.ToString("F0")% Shared 0.ToString("F0")% None 4.074850022296825.ToString("F0")%

Common Shares in PFSI Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $380,258,702 across 12 Mortgage Finance names. PFSI ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	22,593,656	$321,959,590
2	WD	Walker & Dunlop, Inc.	431,640	$19,156,180
3	UWMC	UWM Holdings Corp	4,011,675	$14,522,260
4	PFSI	PennyMac Financial Services, Inc. This page	118,851	$10,387,574
5	BETR	Better Home & Finance Holding Co	195,985	$6,980,984
6	ONIT	Onity Group Inc.	55,796	$2,191,104
7	GHI	Greystone Housing Impact Investors LP	423,548	$2,083,854
8	VEL	Velocity Financial, Inc.	88,450	$1,600,058

All Filings in PFSI

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,387,574	118,851	-17.5%	Shares	Defined	2026-05-15
2025-12-31	$18,997,084	144,092	+25.0%	Shares	Defined	2026-05-27
2025-09-30	$14,280,013	115,273	-23.5%	Shares	Defined	2026-05-27
2025-06-30	$15,022,817	150,771	+19.5%	Shares	Defined	2025-08-15
2025-03-31	$12,627,471	126,136	+3.7%	Shares	Defined	2025-05-15
2024-12-31	$12,426,962	121,666	-31.8%	Shares	Defined	2025-05-15
2024-09-30	$20,343,183	178,496	+11.1%	Shares	Defined	2025-05-14
2024-06-30	$15,192,756	160,600	-27.4%	Shares	Defined	2025-05-14
2024-03-31	$20,159,581	221,315	+43.0%	Shares	Defined	2024-10-17
2023-12-31	$13,678,258	154,784	+30.9%	Shares	Defined	2024-08-16
2023-09-30	$7,873,582	118,222	+5.1%	Shares	Defined	2023-11-15
2023-06-30	$7,909,026	112,488	+3.8%	Shares	Defined	2023-08-14
2023-03-31	$6,458,382	108,344	+29.8%	Shares	Defined	2023-05-15
2022-12-31	$4,729,858	83,478	-61.3%	Shares	Defined	2023-02-14
2022-09-30	$9,250,051	215,619	+27.9%	Shares	Defined	2022-11-14
2022-06-30	$7,371,032	168,635	-59.6%	Shares	Defined	2022-10-27
2022-03-31	$22,220,414	417,677	+302.3%	Shares	Defined	2022-10-27
2021-12-31	$7,245,045	103,827	-14.9%	Shares	Defined	2022-02-14
2021-09-30	$7,462,442	122,075	-71.7%	Shares	Defined	2021-11-15
2021-06-30	$26,615,326	431,227	+38.6%	Shares	Defined	2021-08-23
2021-03-31	$20,803,924	311,110	-43.6%	Shares	Defined	2021-05-17
2020-12-31	$36,166,919	551,157	+53.5%	Shares	Defined	2021-02-16
2020-09-30	$20,869,031	359,068	+128.4%	Shares	Defined	2020-11-13
2020-06-30	$6,571,101	157,241	+355.1%	Shares	Defined	2020-08-14
2020-03-31	$763,988	34,554	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.