STATE STREET CORP

Position in PFSI — PennyMac Financial Services, Inc.

CIK 93751 BOSTON, MA

Back to PFSI Full portfolio

Position in PFSI

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

Position Value

$74,915,084

-$32,423,243 QoQ

Shares Held

857,152

+5.3% QoQ

Ownership

1.65%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 19.516025162398268.ToString("F0")% Shared 0.028933024714403045.ToString("F0")% None 80.45504181288733.ToString("F0")%

Common Shares in PFSI Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Mar 31, 2026

STATE STREET CORP holds $480,527,046 across 9 Mortgage Finance names. PFSI ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	21,545,468	$307,022,919
2	PFSI	PennyMac Financial Services, Inc. This page	857,152	$74,915,084
3	WD	Walker & Dunlop, Inc.	1,546,944	$68,653,374
4	UWMC	UWM Holdings Corp	3,565,638	$12,907,609
5	ONIT	Onity Group Inc.	139,286	$5,469,761
6	BETR	Better Home & Finance Holding Co	123,376	$4,394,653
7	VEL	Velocity Financial, Inc.	218,145	$3,946,243
8	LDI	loanDepot, Inc.	2,104,554	$2,988,466

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	$74,915,084	857,152	+5.3%	Shares	Defined	2026-05-15
2025-12-31	$107,338,327	814,156	-4.9%	Shares	Defined	2026-02-13
2025-09-30	$106,052,553	856,091	-3.9%	Shares	Defined	2025-11-14
2025-06-30	$88,802,655	891,235	-4.3%	Shares	Defined	2025-08-14
2025-03-31	$93,207,515	931,051	-6.7%	Shares	Defined	2025-05-15
2024-12-31	$101,938,477	998,027	+9.5%	Shares	Defined	2025-02-14
2024-09-30	$103,911,121	911,741	+6.0%	Shares	Defined	2024-11-14
2024-06-30	$81,352,594	859,964	+4.2%	Shares	Defined	2024-08-14
2024-03-31	$75,194,157	825,493	-2.0%	Shares	Defined	2024-05-15
2023-12-31	$74,418,586	842,125	+7.4%	Shares	Defined	2024-02-14
2023-09-30	$52,235,379	784,315	-12.1%	Shares	Defined	2023-11-14
2023-06-30	$62,769,674	892,756	-2.6%	Shares	Defined	2023-08-14
2023-03-31	$54,623,623	916,350	-7.8%	Shares	Defined	2023-05-15
2022-12-31	$56,318,113	993,966	-5.8%	Shares	Defined	2023-05-15
2022-09-30	$45,266,321	1,055,159	-16.2%	Shares	Defined	2022-11-15
2022-06-30	$55,046,013	1,259,346	-2.7%	Shares	Defined	2022-08-15
2022-03-31	$68,863,463	1,294,426	-0.6%	Shares	Defined	2022-05-16
2021-12-31	$90,837,440	1,301,769	-9.3%	Shares	Defined	2022-02-14
2021-09-30	$87,698,076	1,434,616	-3.8%	Shares	Defined	2021-11-15
2021-06-30	$92,057,910	1,491,541	-14.9%	Shares	Defined	2021-08-16
2021-03-31	$117,155,905	1,751,995	+2.3%	Shares	Defined	2021-07-09
2020-12-31	$112,332,318	1,711,861	+32.0%	Shares	Defined	2021-02-16
2020-09-30	$75,383,499	1,297,032	+31.9%	Shares	Defined	2020-11-10
2020-06-30	$41,086,005	983,154	+66.6%	Shares	Defined	2020-08-14
2020-03-31	$13,048,039	590,142	—	Shares	Defined	2020-06-19
No filing history on record for this holder in this stock.