ETF Holdings Breakdown of PFSI

Stock Name	PennyMac Finl Svcs Inc
Ticker	PFSI(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US70932M1071

PFSI institutional holdings

The following institutional investment holdings of PFSI have been identified

Date ETF ISIN/Name Num Shares Book value
2025-09-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 20,086 USD 2,491,467

2025-09-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 8,379 USD 1,039,331

2025-09-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 168 USD 20,839 1.2%

Total = 28,633 USD 3,551,637
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	20,086	USD 2,491,467
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	8,379	USD 1,039,331
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	168	USD 20,839 1.2%
Total =	28,633	USD 3,551,637

News associated with PFSI

PFSI Crosses Above Average Analyst Target: In recent trading, shares of PennyMac Financial Services Inc (Symbol: PFSI) have crossed above the average analyst 12-month target price of $122.62, changing hands for $124.02/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react - 2025-09-12 08:06:55
Keefe, Bruyette & Woods Increases PennyMac Financial Services (NYSE:PFSI) Price Target to $121.00: PennyMac Financial Services (NYSE:PFSI – Get Free Report) had its price target upped by analysts at Keefe, Bruyette & Woods from $117.00 to $121.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the real estate investment trust’s stock. Keefe, Bruyette & Woods’ price […] - 2025-09-05 06:50:51
Analysts Set PennyMac Financial Services, Inc. (NYSE:PFSI) Price Target at $118.67: PennyMac Financial Services, Inc. (NYSE:PFSI – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the six research firms that are covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average 12 […] - 2025-09-05 03:13:02
Contrasting PennyMac Financial Services (NYSE:PFSI) and Federal Agricultural Mortgage (NYSE:AGM): Federal Agricultural Mortgage (NYSE:AGM – Get Free Report) and PennyMac Financial Services (NYSE:PFSI – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, analyst recommendations, earnings, dividends, profitability, valuation and risk. Insider and Institutional Ownership 68.0% of […] - 2025-08-01 02:34:50
PennyMac Financial Services, Inc. (NYSE:PFSI) Shares Sold by Allianz Asset Management GmbH: Allianz Asset Management GmbH lowered its position in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 4.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 70,565 shares of the real estate investment trust’s stock after selling 3,329 shares during the quarter. Allianz Asset […] - 2025-07-28 04:36:55
Wells Fargo & Company Issues Pessimistic Forecast for PennyMac Financial Services (NYSE:PFSI) Stock Price: PennyMac Financial Services (NYSE:PFSI – Get Free Report) had its price target dropped by stock analysts at Wells Fargo & Company from $120.00 to $115.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the real estate investment trust’s stock. Wells Fargo & Company‘s price objective […] - 2025-07-25 06:44:55
PennyMac Financial Services (NYSE:PFSI) Shares Gap Down After Earnings Miss: PennyMac Financial Services, Inc. (NYSE:PFSI – Get Free Report) shares gapped down prior to trading on Wednesday following a weaker than expected earnings announcement. The stock had previously closed at $104.25, but opened at $97.50. PennyMac Financial Services shares last traded at $99.17, with a volume of 91,126 shares changing hands. The real estate investment […] - 2025-07-25 04:26:46
Bank of New York Mellon Corp Buys 91,338 Shares of PennyMac Financial Services, Inc. (NYSE:PFSI): Bank of New York Mellon Corp raised its holdings in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 45.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 290,235 shares of the real estate investment trust’s stock after buying an additional 91,338 shares […] - 2025-07-17 04:42:50
Brokerages Set PennyMac Financial Services, Inc. (NYSE:PFSI) Price Target at $120.83: Shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the six brokerages that are presently covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a hold rating and five have issued a buy rating on the company. The average […] - 2025-07-17 03:13:03
PennyMac Financial Services, Inc. (NYSE:PFSI) Shares Sold by QRG Capital Management Inc.: QRG Capital Management Inc. lowered its holdings in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 11.2% in the first quarter, HoldingsChannel reports. The firm owned 14,370 shares of the real estate investment trust’s stock after selling 1,812 shares during the quarter. QRG Capital Management Inc.’s holdings in PennyMac Financial Services were worth $1,439,000 […] - 2025-06-20 05:38:57
PennyMac Financial Services, Inc. (NYSE:PFSI) Shares Acquired by GAMMA Investing LLC: GAMMA Investing LLC lifted its stake in shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 12,101.0% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 11,713 shares of the real estate investment trust’s stock after purchasing an additional 11,617 shares during the quarter. GAMMA Investing LLC’s holdings in PennyMac Financial Services […] - 2025-06-16 04:12:52
Janus Henderson Group PLC Has $1.54 Million Stock Holdings in PennyMac Financial Services, Inc. (NYSE:PFSI): Janus Henderson Group PLC reduced its holdings in shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 22.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,114 shares of the real estate investment trust’s stock after selling 4,400 shares during […] - 2025-05-23 04:45:00
PennyMac Financial Services, Inc. (NYSE:PFSI) Holdings Decreased by The Manufacturers Life Insurance Company: The Manufacturers Life Insurance Company lowered its holdings in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 1.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 18,092 shares of the real estate investment trust’s stock after selling 226 shares during the period. The Manufacturers Life Insurance Company’s holdings in PennyMac Financial Services were […] - 2025-05-12 05:32:50
Voya Investment Management LLC Sells 659 Shares of PennyMac Financial Services, Inc. (NYSE:PFSI): Voya Investment Management LLC lowered its stake in shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 7.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 7,935 shares of the real estate investment trust’s stock after selling 659 shares during the period. Voya Investment […] - 2025-05-08 05:26:54
Hsbc Holdings PLC Has $559,000 Stock Holdings in PennyMac Financial Services, Inc. (NYSE:PFSI): Hsbc Holdings PLC decreased its stake in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,486 shares of the real estate investment trust’s stock after selling 166 shares during the period. […] - 2025-05-07 05:05:10
Mariner LLC Has $615,000 Position in PennyMac Financial Services, Inc. (NYSE:PFSI): Mariner LLC grew its position in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 120.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,026 shares of the real estate investment trust’s stock after purchasing an additional 3,288 shares during the period. Mariner LLC’s […] - 2025-05-01 04:40:53
Renaissance Technologies LLC Buys Shares of 12,800 PennyMac Financial Services, Inc. (NYSE:PFSI): Renaissance Technologies LLC purchased a new position in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 12,800 shares of the real estate investment trust’s stock, valued at approximately $1,307,000. Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted […] - 2025-04-29 04:44:53
Barclays PLC Sells 12,296 Shares of PennyMac Financial Services, Inc. (NYSE:PFSI): Barclays PLC lowered its holdings in shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 20.4% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 47,883 shares of the real estate investment trust’s stock after selling 12,296 shares during the period. Barclays PLC owned 0.09% of […] - 2025-04-27 05:24:48
Sterling Capital Management LLC Acquires 343 Shares of PennyMac Financial Services, Inc. (NYSE:PFSI): Sterling Capital Management LLC increased its position in shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 601.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 400 shares of the real estate investment trust’s stock after buying an […] - 2025-04-25 06:43:05
Notable Thursday Option Activity: AVGO, PFSI, FI: Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Broadcom Inc (Symbol: AVGO), where a total volume of 191,846 contracts has been traded thus far today, a contract volume which is representative of approximately - 2025-04-24 16:20:44
Arrowstreet Capital Limited Partnership Sells 75,632 Shares of PennyMac Financial Services, Inc. (NYSE:PFSI): Arrowstreet Capital Limited Partnership lessened its holdings in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 73.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 27,181 shares of the real estate investment trust’s stock after selling 75,632 shares during the quarter. Arrowstreet Capital […] - 2025-04-10 05:50:58
PennyMac Financial Services (NYSE:PFSI) Stock Rating Upgraded by Keefe, Bruyette & Woods: PennyMac Financial Services (NYSE:PFSI – Get Free Report) was upgraded by Keefe, Bruyette & Woods from a “market perform” rating to an “outperform” rating in a report issued on Tuesday, MarketBeat Ratings reports. The brokerage currently has a $114.00 price target on the real estate investment trust’s stock. Keefe, Bruyette & Woods’ price objective suggests […] - 2025-04-10 05:05:06
PennyMac Financial Services, Inc. (NYSE:PFSI) Shares Sold by Pictet Asset Management Holding SA: Pictet Asset Management Holding SA decreased its holdings in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 8.6% during the 4th quarter, HoldingsChannel reports. The fund owned 4,924 shares of the real estate investment trust’s stock after selling 466 shares during the quarter. Pictet Asset Management Holding SA’s holdings in PennyMac Financial Services were […] - 2025-04-09 05:10:56
JPMorgan Chase & Co. Cuts Stake in PennyMac Financial Services, Inc. (NYSE:PFSI): JPMorgan Chase & Co. cut its stake in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 15.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 808,138 shares of the real estate investment trust’s stock after selling 146,575 shares during the quarter. […] - 2025-04-04 05:55:05
Corebridge Financial Inc. Sells 1,003 Shares of PennyMac Financial Services, Inc. (NYSE:PFSI): Corebridge Financial Inc. lowered its holdings in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 7.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 13,293 shares of the real estate investment trust’s stock after selling 1,003 shares during the quarter. Corebridge Financial Inc.’s […] - 2025-04-04 05:08:58
2,501 Shares in PennyMac Financial Services, Inc. (NYSE:PFSI) Purchased by Cibc World Markets Corp: Cibc World Markets Corp bought a new stake in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,501 shares of the real estate investment trust’s stock, valued at approximately $255,000. Other […] - 2025-03-26 06:08:54
Zurcher Kantonalbank Zurich Cantonalbank Sells 1,382 Shares of PennyMac Financial Services, Inc. (NYSE:PFSI): Zurcher Kantonalbank Zurich Cantonalbank lessened its stake in PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 14.5% in the fourth quarter, HoldingsChannel reports. The firm owned 8,172 shares of the real estate investment trust’s stock after selling 1,382 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in PennyMac Financial Services were worth $835,000 […] - 2025-03-21 06:10:53
State of New Jersey Common Pension Fund D Buys 766 Shares of PennyMac Financial Services, Inc. (NYSE:PFSI): State of New Jersey Common Pension Fund D grew its stake in shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,017 shares of the real estate […] - 2025-02-23 07:10:56
PennyMac Financial Services, Inc. (NYSE:PFSI) Given Consensus Recommendation of “Moderate Buy” by Brokerages: Shares of PennyMac Financial Services, Inc. (NYSE:PFSI – Get Free Report) have been given a consensus rating of “Moderate Buy” by the six analysts that are covering the company, MarketBeat.com reports. One research analyst has rated the stock with a hold rating and five have given a buy rating to the company. The average 1-year […] - 2025-02-14 05:14:49

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