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Pennymac Financial Services shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in Pennymac Financial Services

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

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Quarterly reported holdings in Pennymac Financial Services by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 10k 125.02
2025-06-30 $1.0M 10k 98.18

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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