Pennymac Financial Services shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Pennymac Financial Services (PFSI) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Pennymac Financial Services
Tip: Access up to 7 years of quarterly data
All positions including Pennymac Financial Services held by Captrust Financial 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 Captrust Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $292k | 3.3k | 88.37 |
2023-09-30 | $228k | 3.4k | 66.60 |
2023-06-30 | $228k | 3.2k | 70.31 |
2022-06-30 | $126k | 2.9k | 43.60 |
2022-03-31 | $87k | 1.6k | 52.95 |
2021-12-31 | $175k | 2.5k | 69.94 |
2021-09-30 | $152k | 2.5k | 61.14 |
2021-06-30 | $159k | 2.6k | 61.70 |
2021-03-31 | $240k | 3.6k | 66.93 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors