Position in PFSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,752,748
+$19,365,174 QoQ
Shares Held
341,593
+187.4% QoQ
Ownership
0.658%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 228 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. PFSI ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,542,001 | $449,536,509 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
This page
|
341,593 | $29,752,748 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
541,414 | $29,615,342 | |
| 4 | UWMC |
UWM Holdings Corp
|
4,805,724 | $11,005,104 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
130,300 | $3,583,249 | |
| 6 | ONIT |
Onity Group Inc.
|
86,938 | $3,455,783 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
557,470 | $3,233,324 | |
| 8 | VEL |
Velocity Financial, Inc.
|
102,530 | $1,892,700 |
All Filings in PFSI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,752,748 | 341,593 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,387,574 | 118,851 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $15,022,817 | 150,771 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $12,627,471 | 126,136 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $20,159,581 | 221,315 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $13,678,258 | 154,784 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,873,582 | 118,222 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,909,026 | 112,488 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,458,382 | 108,344 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,729,858 | 83,478 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,250,051 | 215,619 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $7,245,045 | 103,827 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,462,442 | 122,075 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $20,803,924 | 311,110 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $36,166,919 | 551,157 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $20,869,031 | 359,068 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,571,101 | 157,241 | 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. | ||||||