Pennymac Financial Services shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Pennymac Financial Services (PFSI) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Pennymac Financial Services
Tip: Access up to 7 years of quarterly data
All positions including Pennymac Financial Services held by Mariner 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 Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $312k | 2.7k | 113.98 |
2024-06-30 | $251k | 2.7k | 94.59 |
2024-03-31 | $224k | 2.5k | 91.10 |
2023-12-31 | $211k | 2.4k | 88.37 |