Pennymac Financial Services shares owned by Creative Planning
Quarter-by-quarter ownership of Pennymac Financial Services (PFSI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Pennymac Financial Services
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Quarterly reported holdings in Pennymac Financial Services by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 18k | 131.84 |
| 2025-09-30 | $1.8M | 14k | 123.88 |
| 2025-06-30 | $1.3M | 14k | 99.64 |
| 2025-03-31 | $713k | 7.1k | 100.11 |
| 2024-12-31 | $590k | 5.8k | 102.15 |
| 2024-09-30 | $667k | 5.9k | 113.97 |
| 2024-06-30 | $471k | 5.0k | 94.63 |
| 2024-03-31 | $284k | 3.1k | 91.09 |
| 2023-12-31 | $250k | 2.8k | 88.37 |
| 2021-03-31 | $1.2M | 18k | 66.84 |
| 2020-12-31 | $1.2M | 19k | 65.64 |
| 2020-09-30 | $1.0M | 18k | 58.14 |
| 2020-03-31 | $611k | 28k | 22.11 |
| 2019-12-31 | $1.9M | 55k | 34.05 |
| 2019-09-30 | $1.0M | 33k | 30.38 |