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Pennymac Financial Services shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Pennymac Financial Services

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All positions including Pennymac Financial Services held by MorganRosel 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 MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $996k 10k 99.64
2025-03-31 $1.0M 11k 100.11
2024-12-31 $1.2M 12k 102.14
2024-09-30 $833k 7.3k 113.97
2024-06-30 $967k 10k 94.60
2024-03-31 $985k 11k 91.09
2023-12-31 $935k 11k 88.37
2023-09-30 $629k 9.4k 66.60

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Pennymac Financial Services

MFN Partners Management
T. Rowe Price Investment Management
Vanguard Group
FMR
BlackRock
Dimensional Fund Advisors
Invesco
State Street Corporation
Susquehanna International
Citadel Advisors
Goldman Sachs Group
Geode Capital Management
Jpmorgan Chase & Co
Basswood Capital Management
Charles Schwab Investment Management

View all funds holding Pennymac Financial Services