WELLINGTON MANAGEMENT GROUP LLP

Position in PFSI — PennyMac Financial Services, Inc.

CIK 902219 Boston, MA

Position in PFSI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$30,377,779

+$6,581,381 QoQ

Shares Held

348,769

+28.1% QoQ

Ownership

0.671%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#21

of 231 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

WELLINGTON MANAGEMENT GROUP LLP holds $173,097,973 across 3 Mortgage Finance names. PFSI ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	9,029,295	$142,211,395
2	PFSI	PennyMac Financial Services, Inc. This page	348,769	$30,377,779
3	ONIT	Onity Group Inc.	12,800	$508,799

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,377,779	348,769	+28.1%	Shares	Defined	2026-08-14
2026-03-31	$23,796,398	272,270	+218.7%	Shares	Defined	2026-05-15
2020-09-30	$4,964,900	85,425	+698.7%	Shares	Defined	2020-11-16
2020-06-30	$446,943	10,695	-76.3%	Shares	Defined	2020-08-14
2020-03-31	$998,155	45,145	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.