Filing Research | PFSI - PENNYMAC FINL SVCS INC NEW Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	35.8KSH	$3.1M
2	Police & Firemen's Retirement System of New Jersey	Shares	8.9KSH	$771.3K
3	QRG CAPITAL MANAGEMENT, INC.	Shares	3.9KSH	$338.0K
4	Counterpoint Mutual Funds LLC	Shares	3.5KSH	$304.4K
5	Cooper Financial Group	Shares	3.1KSH	$270.0K
6	SIGNATUREFD, LLC	Shares	174SH	$15.2K
7	IFP Advisors, Inc	Shares	164SH	$14.3K
8	EverSource Wealth Advisors, LLC	Shares	144SH	$12.5K
9	GAMMA Investing LLC	Shares	106SH	$9.2K
10	SBI Securities Co., Ltd.	Shares	80SH	$7.0K
11	Torren Management, LLC	Shares	80SH	$6.9K
12	Farther Finance Advisors, LLC	Shares	75SH	$6.5K
13	JFS WEALTH ADVISORS, LLC	Shares	51SH	$4.4K
14	True Wealth Design, LLC	Shares	42SH	$3.7K
15	Fortitude Family Office, LLC	Shares	34SH	$3.0K
16	Blue Trust, Inc.	Shares	27SH	$2.4K
17	Creative Capital Management Investments LLC	Shares	19SH	$1.7K
18	Valued Wealth Advisors LLC	Shares	17SH	$1.5K
19	Handelsbanken Fonder AB	Shares	11.7KSH	$1.0K
20	Retirement Wealth Solutions LLC	Shares	11SH	$959
21	SJS Investment Consulting Inc.	Shares	11SH	$959
22	DiNuzzo Private Wealth, Inc.	Shares	10SH	$871
23	Physician Wealth Advisors, Inc.	Shares	8SH	$697
24	LRI Investments, LLC	Shares	3SH	$261
25	Wealth Enhancement Trust Services, Inc.	Shares	3SH	$261
26	GHP Investment Advisors, Inc.	Shares	2SH	$175
27	Hughes Financial Services, LLC	Shares	2SH	$174
28	MARYLAND CAPITAL ADVISORS INC.	Shares	1SH	$88
29	TFC Financial Management, Inc.	Shares	1SH	$88

Manager changes2026-06-30 vs 2026-03-31

30 / 30 loaded

#		Instrument
1	Counterpoint Mutual Funds LLC new	Shares	+3.5K	+$304.4K	$304.4K
2	Police & Firemen's Retirement System of New Jersey added	Shares	+822	+$69.2K	$771.3K
3	QRG CAPITAL MANAGEMENT, INC. added	Shares	+271	+$22.5K	$338.0K
4	IFP Advisors, Inc added	Shares	+149	+$13.0K	$14.3K
5	Farther Finance Advisors, LLC added	Shares	+47	+$4.1K	$6.5K
6	True Wealth Design, LLC new	Shares	+42	+$3.7K	$3.7K
7	Creative Capital Management Investments LLC new	Shares	+19	+$1.7K	$1.7K
8	GAMMA Investing LLC added	Shares	+18	+$1.5K	$9.2K
9	SIGNATUREFD, LLC added	Shares	+12	+$996	$15.2K
10	Physician Wealth Advisors, Inc. new	Shares	+8	+$697	$697
11	Retirement Wealth Solutions LLC added	Shares	+8	+$696	$959
12	LRI Investments, LLC new	Shares	+3	+$261	$261
13	Wealth Enhancement Trust Services, Inc. new	Shares	+3	+$261	$261
14	JFS WEALTH ADVISORS, LLC added	Shares	+3	+$247	$4.4K
15	GHP Investment Advisors, Inc. unchanged	Shares	0	$0	$175
16	TFC Financial Management, Inc. unchanged	Shares	0	$0	$88
17	SJS Investment Consulting Inc. unchanged	Shares	0	-$3	$959
18	Blue Trust, Inc. unchanged	Shares	0	-$8	$2.4K
19	Fortitude Family Office, LLC unchanged	Shares	0	-$11	$3.0K
20	Torren Management, LLC unchanged	Shares	0	-$15	$6.9K
21	SBI Securities Co., Ltd. unchanged	Shares	0	-$24	$7.0K
22	Vermillion Wealth Management, Inc. exited	Shares	-1	-$87	$0
23	Hughes Financial Services, LLC trimmed	Shares	-1	-$88	$174
24	DiNuzzo Private Wealth, Inc. trimmed	Shares	-1	-$91	$871
25	Handelsbanken Fonder AB trimmed	Shares	-2.8K	-$248	$1.0K
26	Valued Wealth Advisors LLC trimmed	Shares	-10	-$879	$1.5K
27	Cooper Financial Group unchanged	Shares	0	-$929	$270.0K
28	EverSource Wealth Advisors, LLC trimmed	Shares	-170	-$14.9K	$12.5K
29	Versant Capital Management, Inc exited	Shares	-297	-$26.0K	$0
30	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-7.8K	-$694.4K	$3.1M