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Pennymac Financial Services shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Pennymac Financial Services (PFSI) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Pennymac Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Pennymac Financial Services held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pennymac Financial Services by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $494k 4.0k 123.88
2023-09-30 $907k 14k 66.60
2023-06-30 $7.2M 102k 70.31
2023-03-31 $5.3M 801k 6.59
2022-12-31 $639k 11k 56.66
2022-09-30 $408k 9.5k 42.88
2022-06-30 $391k 8.9k 43.74
2022-03-31 $530k 10k 53.24
2021-12-31 $1.2M 17k 69.75
2021-09-30 $749k 12k 61.09
2021-06-30 $895k 15k 61.69
2021-03-31 $1.0M 16k 66.89
2020-12-31 $507k 7.7k 65.63