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Pennymac Financial Services shares owned by Moran Wealth Management

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

Historical chart of Moran Wealth Management investment in Pennymac Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pennymac Financial Services by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.0M 30k 66.60
2023-06-30 $2.1M 30k 70.31
2023-03-31 $1.7M 29k 59.61
2022-12-31 $937k 17k 56.66