Pennymac Financial ServicesPFSI
13F holders, Q4 2025 (December 31)264holders +34
55new positions
21sold out
8famous investors
$131.86avg. 13F price*
At the end of Q4 2025, 264 institutions reported holding Pennymac Financial Services (PFSI) in their 13F filings, up 34 from Q3 2025. 55 opened new positions and 21 sold out. The largest holders were MFN Partners Management, LP ($597.5M), T. Rowe Price Investment Management, Inc. ($475.1M) and Vanguard Group Inc. ($373.5M). 8 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Pennymac Financial Services
- CUSIP
- 70932M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $83.9M |
| Exits | 21 | $33.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,592,162 shares bought and 2,669,723 shares sold, net −1,077,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| MFN Partners Management, LP | 12.93% | No change | 4,531,792 | $597.5M |
| T. Rowe Price Investment Management, Inc. | 0.30% | Reduce -3.7% | 3,603,567 | $475.1M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 2,832,737 | $373.5M |
| FMR LLC | 0.01% | Reduce -10.0% | 2,226,631 | $293.6M |
| BlackRock, Inc. | 0.01% | Add +1.9% | 2,212,703 | $291.7M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -4.2% | 1,789,369 | $235.9M |
| Invesco Ltd. | 0.02% | Add +7.3% | 1,569,184 | $206.9M |
| State Street Corp. | 0.00% | Reduce -4.9% | 814,156 | $107.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 692,304 | $91.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -2.9% | 671,025 | $88.5M |
| 140 Summer Partners LP | 6.90% | Add +50.1% | 669,892 | $88.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.6% | 598,527 | $78.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.2% | 563,917 | $74.3M |
| Basswood Capital Management, L.L.C. | 3.21% | Reduce -4.8% | 550,927 | $72.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.8% | 441,401 | $58.2M |
| American Century Companies Inc. | 0.03% | Reduce -0.6% | 426,982 | $56.3M |
| Citadel Advisors | 0.04% | Reduce -37.7% | 425,284 | $56.1M |
| Senvest Management, LLC | 1.71% | No change | 417,333 | $55.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.1% | 346,771 | $45.7M |
| Norges Bank | 0.00% | — | 335,911 | $44.3M |
| Boston Partners | 0.04% | Reduce -25.6% | 323,824 | $43.4M |
| Senator Investment Group LP | 1.52% | Add +12.4% | 287,093 | $37.9M |
| Northern Trust Corp. | 0.00% | Reduce -8.5% | 259,247 | $34.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -20.4% | 255,898 | $33.7M |
| Goldentree Asset Management LP | 1.63% | Reduce -23.3% | 227,377 | $29.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -24.9% | 215,993 | $28.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -31.4% | 213,171 | $28.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +229.5% | 197,602 | $26.1M |
| Palisade Capital Management, LP | 0.80% | Reduce -10.4% | 183,469 | $24.2M |
| Nuveen, LLC | 0.01% | Reduce -6.8% | 150,280 | $19.8M |
| Morgan Stanley | 0.00% | Add +25.0% | 144,092 | $19.0M |
| Bank of America Corp. | 0.00% | Reduce -25.6% | 138,527 | $18.3M |
| Kinetic Partners Management, LP | 0.81% | Add +43.1% | 125,900 | $16.6M |
| Lightrock Netherlands B.V. | 3.40% | Reduce -6.2% | 124,313 | $16.4M |
| Jane Street Group, LLC | 0.01% | New | 90,255 | $11.9M |
| BW Gestao de Investimentos Ltda. | 0.42% | New | 90,000 | $11.9M |
| Concentric Capital Strategies, LP | 0.59% | Add +420.3% | 86,478 | $11.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.6% | 86,390 | $11.4M |
| UBS Group AG | 0.00% | Reduce -49.2% | 84,539 | $11.1M |
| Dark Forest Capital Management LP | 0.50% | Add +226.8% | 83,391 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.5% | 75,104 | $9.9M |
| New York State Common Retirement Fund | 0.01% | No change | 72,201 | $9.5M |
| Interval Partners, LP | 0.21% | Add +116.4% | 68,319 | $9.0M |
| Barclays PLC | 0.00% | Add +3.8% | 65,927 | $8.7M |
| TD Asset Management Inc | 0.01% | Add +2.9% | 63,174 | $8.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | New | 62,939 | $8.3M |
| Swiss National Bank | 0.00% | Add +1.8% | 61,200 | $8.1M |
| Millennium Management | 0.01% | Add +16.2% | 60,116 | $7.9M |
| Two Sigma Advisers, LP | 0.02% | Reduce -65.1% | 60,000 | $7.9M |
| 1832 Asset Management L.P. | 0.01% | Add +59.7% | 58,600 | $7.7M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +334.6% | 48,291 | $6.4M |
| Balyasny Asset Management L.P. | 0.01% | New | 45,391 | $6.0M |
| Philadelphia Financial Management of San Francisco, LLC | 1.19% | Reduce -80.8% | 43,787 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +36.4% | 40,993 | $5.4M |
| Clough Capital Partners L P | 0.48% | New | 40,890 | $5.4M |
| Rhumbline Advisers | 0.00% | Reduce -13.7% | 40,821 | $5.4M |
| Brevan Howard Capital Management LP | 0.11% | New | 39,521 | $5.2M |
| Informed Momentum Co LLC | 0.54% | New | 37,009 | $4.9M |
| South Dakota Investment Council | 0.09% | Reduce -13.1% | 36,638 | $4.8M |
| Prescott Group Capital Management, L.L.C. | 0.44% | No change | 36,015 | $4.7M |
| Citigroup Inc. | 0.00% | Add +25.5% | 35,725 | $4.7M |
| Legal & General Group Plc | 0.00% | Reduce -5.9% | 32,549 | $4.3M |
| Renaissance Technologies | 0.01% | Add +69.6% | 32,400 | $4.3M |
| California State Teachers Retirement System | 0.00% | Add +3.6% | 29,313 | $3.9M |
| Tudor Investment Corporation | 0.02% | New | 29,118 | $3.8M |
| IMC-Chicago, LLC | 0.07% | Reduce -46.0% | 28,731 | $3.8M |
| FJ Capital Management LLC | 0.42% | Reduce -44.6% | 28,562 | $3.8M |
| Twinbeech Capital LP | 0.26% | New | 27,325 | $3.6M |
| Boothbay Fund Management, LLC | 0.09% | New | 25,226 | $3.3M |
| Sei Investments Co. | 0.00% | Add +13.8% | 25,201 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +2.7% | 23,151 | $3.1M |
| Hudson Bay Capital Management LP | 0.02% | Reduce -49.3% | 22,883 | $3.0M |
| Walleye Capital LLC | 0.02% | New | 22,538 | $3.0M |
| AQR Capital Management | 0.00% | Add +17.0% | 21,816 | $2.9M |
| EMG Holdings, L.P. | 4.28% | Reduce -61.6% | 20,000 | $2.6M |
| Alight Capital Management LP | 0.71% | Add +100.0% | 20,000 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +11.3% | 18,778 | $2.5M |
| Creative Planning | 0.00% | Add +26.8% | 18,121 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -16.1% | 17,265 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 16,958 | $2.2M |
| First Trust Advisors LP | 0.00% | Reduce -45.3% | 16,808 | $2.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -5.6% | 16,490 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 16,339 | $2.2M |
| Man Group plc | 0.00% | Add +21.6% | 15,600 | $2.1M |
| Simplex Trading, LLC | 0.06% | Add +80.3% | 15,151 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -14.3% | 14,048 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.2% | 13,568 | $1.8M |
| Janus Henderson Group PLC | 0.00% | No change | 13,514 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -3.6% | 11,351 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +7.3% | 11,275 | $1.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -63.0% | 10,595 | $1.4M |
| Aquatic Capital Management LLC | 0.04% | New | 10,546 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +0.5% | 10,452 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +55.0% | 10,375 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.7% | 10,345 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +13.0% | 10,314 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.2% | 10,167 | $1.3M |
| Quantbot Technologies LP | 0.04% | New | 9,670 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | New | 9,265 | $1.2M |
| Quadrature Capital Ltd | 0.01% | New | 8,999 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -5.8% | 8,636 | $1.1M |
| Jump Financial, LLC | 0.01% | Reduce -30.3% | 8,255 | $1.1M |
| Capula Management Ltd | 0.01% | New | 8,076 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -0.8% | 8,033 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Add +166.9% | 8,011 | $1.1M |
| Sig Brokerage, LP | 0.35% | Add +15.0% | 7,958 | $1.0M |
| HighVista Strategies LLC | 0.27% | Reduce -6.4% | 7,806 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 7,700 | $1.0M |
| Jain Global LLC | 0.01% | Add +116.6% | 7,616 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Add +110.3% | 7,602 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +237.6% | 7,089 | $935K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,600 | $870K |
| PMC FIG Opportunities LLC | 1.36% | New | 6,548 | $863K |
| BNP Paribas Financial Markets | 0.00% | Reduce -48.7% | 6,474 | $854K |
| Point72 Asset Management | 0.00% | New | 6,345 | $837K |
| Vise Technologies, Inc. | 0.01% | Add +24.0% | 5,563 | $733K |
| Gsa Capital Partners LLP | 0.06% | New | 5,376 | $709K |
| ProShare Advisors LLC | 0.00% | Add +6.9% | 5,346 | $705K |
| Truist Financial Corp. | 0.00% | Reduce -21.0% | 5,330 | $703K |
| Voya Investment Management LLC | 0.00% | Reduce -0.6% | 5,316 | $701K |
| Bridgewater Associates | 0.00% | Reduce -12.0% | 5,268 | $695K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.3% | 5,189 | $684K |
| Dakota Wealth Management | 0.01% | Reduce -1.3% | 5,033 | $664K |
| One Capital Management, LLC | 0.02% | No change | 4,949 | $652K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.4% | 4,619 | $609K |
| Fox Run Management, L.L.C. | 0.09% | New | 4,401 | $580K |
| Engineers Gate Manager LP | 0.01% | New | 4,379 | $577K |
| HRT Financial LP | 0.00% | Reduce -75.5% | 4,115 | $542K |
| Board of Trustees of The Leland Stanford Junior University | 0.11% | New | 4,000 | $530K |
| Optimize Financial Inc. | 0.26% | Add +1.5% | 3,899 | $514K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,787 | $499K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -76.7% | 3,781 | $499K |
| Magnetar Financial LLC | 0.01% | New | 3,721 | $491K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 3,713 | $490K |
| XTX Topco Ltd | 0.01% | New | 3,630 | $479K |
| Cynosure Group, LLC | 0.05% | Reduce -53.6% | 3,603 | $475K |
| QRG Capital Management, Inc. | 0.01% | Add +6.8% | 3,568 | $470K |
| Alteri Wealth LLC | 0.14% | No change | 3,365 | $444K |
| Aristeia Capital, L.L.C. | 0.02% | New | 3,360 | $443K |
| Fieldview Capital Management, LLC | 0.08% | New | 3,357 | $443K |
| Mariner, LLC | 0.00% | Reduce -14.5% | 3,338 | $440K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.5% | 3,276 | $432K |
| Caption Management, LLC | 0.02% | No change | 3,060 | $403K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,050 | $402K |
| K2 Principal Fund, L.P. | 0.15% | No change | 3,002 | $396K |
| Virtu Financial LLC | 0.01% | New | 2,876 | $379K |
| AlphaQuest LLC | 0.02% | Add +15.3% | 2,857 | $377K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,828 | $373K |
| SummitTX Capital, L.P. | 0.01% | Add +19.6% | 2,795 | $368K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -58.2% | 2,619 | $345K |
| Alamea Verwaltungs GmbH | 0.23% | Reduce -13.9% | 3,408 | $341K |
| Jefferies Financial Group Inc. | 0.00% | New | 2,541 | $335K |
| Navellier & Associates Inc. | 0.04% | No change | 2,500 | $330K |
| Glenmede Trust Co. NA | 0.00% | — | 2,458 | $324K |
| Cerity Partners LLC | 0.00% | Add +7.3% | 2,399 | $316K |
| Fisher Asset Management | 0.00% | New | 2,378 | $314K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.8% | 2,375 | $313K |
| Persistent Asset Partners Ltd | 0.15% | New | 2,339 | $308K |
| Covestor Ltd | 0.16% | Add +307.9% | 2,313 | $305K |
| Xponance LLC | 0.00% | Add +0.8% | 2,312 | $305K |
| Forum Financial Management, LP | 0.00% | No change | 2,211 | $291K |
| Meeder Advisory Services, Inc. | 0.01% | Add +22.6% | 2,160 | $285K |
| Holocene Advisors, LP | 0.00% | Reduce -99.2% | 2,062 | $272K |
| Cullen Capital Management, LLC | 0.00% | Reduce -32.9% | 1,937 | $255K |
| Cibc World Markets Corp. | 0.00% | — | 1,935 | $255K |
| Prudential Financial Inc. | 0.00% | Reduce -54.5% | 1,855 | $245K |
| Smith Shellnut Wilson LLC | 0.09% | No change | 1,850 | $244K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.9% | 1,833 | $244K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 1,834 | $242K |
| HSBC Holdings PLC | 0.00% | Reduce -10.0% | 1,818 | $240K |
| Raymond James Financial Inc. | 0.00% | New | 1,718 | $227K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -0.3% | 1,707 | $225K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,688 | $223K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.7% | 1,687 | $222K |
| M&T Bank Corp | 0.00% | New | 1,633 | $216K |
| Abacus Wealth Partners, LLC | 0.02% | New | 1,623 | $214K |
| MQS Management LLC | 0.12% | New | 1,601 | $211K |
| Royal Bank of Canada | 0.00% | Reduce -8.8% | 1,601 | $211K |
| Prelude Capital Management, LLC | 0.02% | New | 1,598 | $211K |
| CIBC Asset Management Inc | 0.00% | New | 1,596 | $210K |
| Teacher Retirement System of Texas | 0.00% | Reduce -66.1% | 1,586 | $209K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 1,561 | $206K |
| STRS Ohio | 0.00% | Add +36.4% | 1,500 | $198K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +90.2% | 1,489 | $196K |
| Wolverine Asset Management LLC | 0.01% | No change | 1,319 | $174K |
| Centiva Capital, LP | 0.01% | New | 1,280 | $169K |
| Kemnay Advisory Services Inc. | 0.02% | New | 1,053 | $139K |
| KBC Group NV | 0.00% | No change | 925 | $122K |
| Amalgamated Bank | 0.00% | Reduce -0.8% | 919 | $121K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -15.0% | 887 | $117K |
| US Bancorp \de | 0.00% | No change | 789 | $104K |
| Cwm, LLC | 0.00% | Add +35.7% | 753 | $99K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.3% | 750 | $99K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 628 | $83K |
| Clearstead Advisors, LLC | 0.00% | Add +131.8% | 503 | $66K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -1.6% | 496 | $65K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +35.2% | 465 | $61K |
| Quadrant Capital Group LLC | 0.00% | Add +24.1% | 459 | $61K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 409 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +15.3% | 339 | $45K |
| SageView Advisory Group, LLC | 0.00% | New | 338 | $45K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $42K |
| GAMMA Investing LLC | 0.00% | Add +97.3% | 288 | $38K |
| Signaturefd, LLC | 0.00% | Add +1.9% | 266 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Add +38.0% | 247 | $33K |
| Versant Capital Management, Inc | 0.00% | Add +1130.0% | 246 | $32K |
| Los Angeles Capital Management LLC | 0.00% | New | 250 | $31K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +7600.0% | 231 | $30K |
| Root Financial Partners, LLC | 0.00% | Add +18.0% | 229 | $30K |
| Comerica Bank | 0.00% | Reduce -3.0% | 225 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 225 | $30K |
| Bayforest Capital Ltd | 0.02% | New | 185 | $24K |
| Rockefeller Capital Management L.P. | 0.00% | New | 184 | $24K |
| Torren Management, LLC | 0.01% | — | 174 | $23K |
| Parallel Advisors, LLC | 0.00% | Add +30.9% | 161 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 140 | $18K |
| Optiver Holding B.V. | 0.00% | Reduce -33.5% | 115 | $15K |
| Allworth Financial LP | 0.00% | Add +2.7% | 115 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 105 | $14K |
| Danske Bank A/S | 0.00% | No change | 100 | $13K |
| Bessemer Group Inc. | 0.00% | No change | 95 | $12K |
| Quarry LP | 0.00% | New | 90 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 88 | $12K |
| SBI Securities Co., Ltd. | 0.00% | No change | 80 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 63 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 53 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +40.0% | 49 | $6K |
| Rothschild Investment LLC | 0.00% | Add +25.7% | 44 | $6K |
| MAI Capital Management | 0.00% | New | 44 | $6K |
| Kilter Group LLC | 0.00% | Add +344.4% | 40 | $5K |
| Blue Trust, Inc. | 0.00% | Add +14.8% | 31 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 30 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +26.1% | 29 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 28 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 27 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +70.0% | 17 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +50.0% | 15 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +7.1% | 15 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -75.0% | 14 | $2K |
| IMA Advisory Services, Inc. | 0.00% | New | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +8.3% | 13 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +9.1% | 12 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 12 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -7.7% | 12 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 11 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 10 | $1K |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Add +28.6% | 9 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -20.0% | 8 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 8 | $1K |
| Jones Financial Companies LLLP | 0.00% | No change | 8 | $1K |
| Assetmark, Inc. | 0.00% | No change | 8 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -96.3% | 7 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $923 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 7 | $923 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $922 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -16.7% | 5 | $660 |
| Optima Capital LLC | 0.00% | New | 5 | $659 |
| Essential Partners LLC | 0.00% | No change | 3 | $396 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $132 |
| Rossby Financial, LCC | 0.00% | New | 1 | $132 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $76 |
"% of holder's portfolio" is PFSI's weight in each manager's 13F, not the share of Pennymac Financial Services the manager owns.