Invesco Ltd.

Position in PFSI — PennyMac Financial Services, Inc.

CIK 914208 Atlanta, GA

Back to PFSI Full portfolio

Position in PFSI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$74,212,473

-$132,668,739 QoQ

Shares Held

849,113

-45.9% QoQ

Ownership

1.64%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#10

of 230 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 89.09014465683602.ToString("F0")% None 10.909855343163983.ToString("F0")%

Common Shares in PFSI Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $104,742,267 across 6 Mortgage Finance names. PFSI ranks #1 (70.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc. This page	849,113	$74,212,473
2	RKT	Rocket Companies, Inc.	1,146,976	$16,344,405
3	UWMC	UWM Holdings Corp	2,389,649	$8,650,527
4	WD	Walker & Dunlop, Inc.	100,758	$4,471,638
5	LDI	loanDepot, Inc.	474,443	$673,707
6	ONIT	Onity Group Inc.	9,919	$389,517

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	$74,212,473	849,113	-45.9%	Shares	Defined	2026-05-12
2025-12-31	$206,881,212	1,569,184	+7.3%	Shares	Defined	2026-02-19
2025-09-30	$181,248,325	1,463,096	+18.3%	Shares	Defined	2025-11-13
2025-06-30	$123,206,352	1,236,515	-0.0%	Shares	Defined	2025-08-13
2025-03-31	$123,847,880	1,237,118	+4.5%	Shares	Defined	2025-05-12
2024-12-31	$120,878,396	1,183,458	+0.3%	Shares	Defined	2025-02-13
2024-09-30	$134,476,734	1,179,931	+12.8%	Shares	Defined	2024-11-12
2024-06-30	$98,922,745	1,045,695	+7.4%	Shares	Defined	2024-08-13
2024-03-31	$88,654,160	973,259	+0.7%	Shares	Defined	2024-05-14
2023-12-31	$85,375,315	966,112	+97.0%	Shares	Defined	2024-02-13
2023-09-30	$32,653,778	490,297	+47.6%	Shares	Defined	2023-11-13
2023-06-30	$23,351,073	332,116	+623.2%	Shares	Defined	2023-08-11
2023-03-31	$2,737,348	45,921	-63.3%	Shares	Defined	2023-05-12
2022-12-31	$7,082,669	125,003	+3.7%	Shares	Defined	2023-02-13
2022-09-30	$5,172,838	120,579	-1.2%	Shares	Defined	2022-11-14
2022-06-30	$5,333,056	122,010	-17.4%	Shares	Defined	2022-08-15
2022-03-31	$7,854,234	147,636	-28.5%	Shares	Defined	2022-05-16
2021-12-31	$14,415,500	206,585	+2.1%	Shares	Defined	2022-02-14
2021-09-30	$12,372,710	202,400	-12.4%	Shares	Defined	2021-11-15
2021-06-30	$14,265,096	231,126	-17.4%	Shares	Defined	2021-08-17
2021-03-31	$18,722,462	279,983	-16.3%	Shares	Defined	2021-05-17
2020-12-31	$21,953,366	334,553	-4.6%	Shares	Defined	2021-02-16
2020-09-30	$20,378,670	350,631	+60.6%	Shares	Defined	2020-11-16
2020-06-30	$9,121,795	218,277	+8.0%	Shares	Defined	2020-08-14
2020-03-31	$4,468,119	202,086	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.