Pennymac Financial Services shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Pennymac Financial Services (PFSI) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Pennymac Financial Services
Tip: Access up to 7 years of quarterly data
All positions including Pennymac Financial Services held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pennymac Financial Services by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 2.4k | 123.88 |
| 2025-06-30 | $298k | 3.0k | 99.64 |
| 2025-03-31 | $280k | 2.8k | 100.11 |
| 2024-12-31 | $286k | 2.8k | 102.14 |
| 2024-09-30 | $301k | 2.6k | 113.97 |
| 2024-06-30 | $250k | 2.6k | 94.60 |
| 2024-03-31 | $241k | 2.6k | 91.09 |
| 2023-12-31 | $234k | 2.6k | 88.37 |
| 2023-09-30 | $169k | 2.5k | 66.60 |
| 2023-06-30 | $152k | 2.2k | 70.31 |
| 2023-03-31 | $129k | 2.2k | 59.61 |
| 2022-12-31 | $142k | 2.2k | 65.58 |
| 2022-09-30 | $100k | 2.3k | 42.83 |
| 2022-06-30 | $102k | 2.3k | 43.68 |
| 2022-03-31 | $124k | 2.3k | 53.10 |
| 2021-12-31 | $176k | 2.5k | 69.90 |
| 2021-09-30 | $154k | 2.5k | 61.16 |
| 2021-06-30 | $171k | 2.8k | 61.73 |
| 2021-03-31 | $226k | 3.4k | 66.82 |
| 2020-12-31 | $237k | 3.6k | 65.52 |
| 2020-09-30 | $210k | 3.6k | 58.06 |
| 2020-06-30 | $172k | 4.1k | 41.91 |
| 2020-03-31 | $47k | 2.1k | 21.99 |
| 2019-12-31 | $73k | 2.1k | 34.16 |
| 2019-09-30 | $65k | 2.1k | 30.42 |
| 2019-06-30 | $47k | 2.1k | 21.99 |
| 2019-03-31 | $37k | 1.7k | 22.18 |
| 2018-12-31 | $35k | 1.7k | 20.98 |
More positions owned by Summit Investment Advisors
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