NISA INVESTMENT ADVISORS, LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 937615
ST. LOUIS, MO
Position in PFSI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$20,451
-$9,213 QoQ
Shares Held
234
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026NISA INVESTMENT ADVISORS, LLC holds $675,812 across 8 Mortgage Finance names. PFSI ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
36,512 | $520,296 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,038 | $46,066 | |
| 3 | UWMC |
UWM Holdings Corp
|
12,129 | $43,906 | |
| 4 | BETRW |
Better Home & Finance Holding Co
|
1,200 | $42,744 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
This page
|
234 | $20,451 | |
| 6 | VEL |
Velocity Financial, Inc.
|
100 | $1,809 | |
| 7 | ONIT |
Onity Group Inc.
|
7 | $274 | |
| 8 | LDI |
loanDepot, Inc.
|
188 | $266 |
All Filings in PFSI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,451 | 234 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,664 | 225 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $27,873 | 225 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $22,419 | 225 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $22,224 | 222 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,736 | 17 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,937 | 17 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,608 | 17 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,548 | 17 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,502 | 17 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,132 | 17 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,195 | 17 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,013 | 17 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $40,625 | 717 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $30,759 | 717 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $25,133 | 575 | Shares | Sole | 2022-08-03 | |
| 2021-03-31 | $66,870 | 1,000 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $65,620 | 1,000 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $52,308 | 900 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||