PENNYMAC FINL SVCS INC NEW

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PFSI·70932M107·US·Common Stock·Financial Services - Mortgage Finance-13D/G

PFSI (PENNYMAC FINL SVCS INC NEW) is held by 112 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($202.7M), DIMENSIONAL FUND ADVISORS LP ($185.6M), VANGUARD PORTFOLIO MANAGEMENT LLC ($144.6M). Net institutional sentiment: Mixed.

112

Holders

(6 Elite)

$1.6B

Total Value

58% (120)

Consensus

69 buying - 51 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)66

Activist (13D/13G)25

Congressional (STOCK Act)37

Holder Quality

29

★★★★★

Elite

65

★★★★

Strong

37

★★★

Solid

75

★★

Below

82

★

Weak

Held by 112 funds

6 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Jun 24, 2026 · Activists Apr 1, 2026 · Congress none

InsiderHLHendry Gregory LExercise 3K shJun 22, 2026

InsiderHLHendry Gregory LSell $240KJun 22, 2026

InsiderPSPerotti Daniel StanleySell $256KMay 15, 2026

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Top Holders

Top Holders (112)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	2.3M(+5.6%)	$202.7M	0.0%	-26.87%	32
DIMENSIONAL FUND ADVISORS LP	Increased	2.1M(+11.2%)	$185.6M	0.0%	+14.89%	34
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	1.7M(+0.1%)	$144.6M	0.0%	-15.97%	30
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	1.3M(+0.1%)	$112.7M	0.0%	-15.97%	30
Invesco Ltd.	Increased	1M(+18.6%)	$87.7M	0.0%	-19.10%	35
STATE STREET CORP	Increased	922,212(+7.6%)	$80.3M	0.0%	-17.31%	32
GOLDMAN SACHS GROUP INC	Increased	819,763(+22.4%)	$71.4M	0.0%	-24.99%	36
FMR LLC	Increased	807,585(+7.8%)	$70.3M	0.0%	-32.30%	32
GEODE CAPITAL MANAGEMENT, LLC	Increased	758,664(+7.2%)	$66.1M	0.0%	+41.27%	32
AMERICAN CENTURY COMPANIES INC	Increased	649,995(+50.3%)	$56.6M	0.0%	-3.01%	41
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	482,441(+2.9%)	$42M	0.0%	+49.87%	30
MILLENNIUM MANAGEMENT LLC	Decreased	449,157(-81.2%)	$39.1M	0.0%	-16.30%	0
AMERIPRISE FINANCIAL INC	Increased	397,792(+49.2%)	$34.6M	0.0%	-20.53%	40
WELLINGTON MANAGEMENT GROUP LLP	Increased	348,769(+28.1%)	$30.4M	0.0%	-15.98%	36
MORGAN STANLEY	Increased	341,593(+187.4%)	$29.8M	0.0%	-20.78%	46
Bank of New York Mellon Corp	Increased	303,380(+28.7%)	$26.4M	0.0%	-11.20%	36
BANK OF AMERICA CORP /DE/	Decreased	286,228(-24.6%)	$24.9M	0.0%	-19.88%	0
NORTHERN TRUST CORP	Increased	273,555(+2.1%)	$23.8M	0.0%	+70.59%	29
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	271,423(-12.4%)	$23.6M	0.0%	-16.74%	0
JPMORGAN CHASE & CO	Increased	203,262(+6.0%)	$17.6M	0.0%	-32.77%	30

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PFSIPENNYMAC FINL SVCS INC NEW

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer