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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

Tip: Access up to 7 years of quarterly data

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
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 Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Shares Represent (IAUM)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for MorganRosel Wealth Management

Top funds holding Pennymac Financial Services

Dimensional Fund Advisors
Vanguard Group
Rima Management
Citadel Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
Goldman Sachs Group
Saba Capital Management
Norges Bank Investment Management
Robeco Investment Management
Parallax Volatility Advisers
Millennium Management
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Principal Financial Group

View all funds holding Pennymac Financial Services