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Pennymac Financial Services shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company investment in Pennymac Financial Services

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All positions including Pennymac Financial Services held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pennymac Financial Services by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2026-03-31 $24M 272k 87.40
2020-09-30 $5.0M 85k 58.12
2020-06-30 $450k 11k 42.11
2020-03-31 $998k 45k 22.10
2019-12-31 $585k 17k 33.99
2019-09-30 $213k 7.0k 30.38