Pennymac Financial Services shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Pennymac Financial Services (PFSI) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Pennymac Financial Services
Tip: Access up to 7 years of quarterly data
All positions including Pennymac Financial Services held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pennymac Financial Services by JFS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.1k | 34 | 91.12 |
2023-12-31 | $3.0k | 34 | 88.38 |
2023-09-30 | $2.3k | 34 | 66.62 |
2023-06-30 | $2.3k | 32 | 70.31 |
2023-03-31 | $1.8k | 31 | 59.61 |
2022-12-31 | $1.5k | 26 | 56.65 |
2022-09-30 | $1.0k | 23 | 43.48 |
2022-06-30 | $1.0k | 34 | 29.41 |
2022-03-31 | $0 | 7 | 0.00 |
2021-12-31 | $0 | 5 | 0.00 |
2020-09-30 | $1.0k | 13 | 76.92 |
2020-06-30 | $1.0k | 13 | 76.92 |
2020-03-31 | $1.0k | 29 | 34.48 |