PFSI

Pennymac Financial Services$86.82 2.17%
FinancialsUSCUSIP 70932M107· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
176
-14 QoQ
13F Value (tracked)
$2.5B
Insider Net · 180d
-$6.0M
1↑ 4↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)29 adding · 21 trimming
Insider net (180d)-$6.0M

Price & smart-money activity

$86.82 2.17%5Y +48.0%
$33.25$65.05$96.84$128.64$160.44202120222023202420252026432231072738121629384322911273313303625343091838228284129343733353623830323241333244463749414862431555646232
Hover for who · click for detailEnd-of-day closing prices52w $79.56 – $159.46
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Ask your agent what changed in PFSI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PFSI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PFSI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

176 tracked 13F filers
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MFN Partners Management, LP
$396.1M
4.5M
Held
Q1 2026
2T. Rowe Price Investment Management, Inc.
Withheld
3.6M
−0.1%
Reduced · −3K sh
Q1 2026
3MILLENNIUM MANAGEMENT LLC
$208.5M
2.4M
40×
Added · +2.3M sh
Q1 2026
4BlackRock, Inc.
$192.6M
2.2M
−0.4%
Reduced · −9K sh
Q1 2026
5DIMENSIONAL FUND ADVISORS LP
$167.5M
1.9M
+7.1%
Added · +127K sh
Q1 2026
6VANGUARD PORTFOLIO MANAGEMENT LLC
$144.9M
1.7M
New
+1.7M sh
Q1 2026
7DONALD SMITH & CO., INC.
$119.9M
1.4M
New
+1.4M sh
Q1 2026
8VANGUARD CAPITAL MANAGEMENT LLC
$113.0M
1.3M
New
+1.3M sh
Q1 2026
9CITADEL ADVISORS LLC
$101.2M
1.2M
+172%
Added · +733K sh
Q1 2026
10STATE STREET CORP
$74.9M
857K
+5.3%
Added · +43K sh
Q1 2026
11FMR LLC
$65.5M
749K
−66%
Reduced · −1.5M sh
Q1 2026
12GEODE CAPITAL MANAGEMENT, LLC
$61.9M
708K
+2.3%
Added · +16K sh
Q1 2026
13GOLDMAN SACHS GROUP INC
$58.5M
670K
+19%
Added · +106K sh
Q1 2026
14Senvest Management, LLC
$44.5M
509K
+22%
Added · +91K sh
Q1 2026
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$41.0M
469K
+6.2%
Added · +27K sh
Q1 2026
16BASSWOOD CAPITAL MANAGEMENT, L.L.C.
$40.3M
461K
−16%
Reduced · −90K sh
Q1 2026
17AMERICAN CENTURY COMPANIES INC
$37.8M
432K
+1.3%
Added · +6K sh
Q1 2026
18BANK OF AMERICA CORP /DE/
$33.2M
379K
+174%
Added · +241K sh
Q1 2026
19Boston Partners
$31.8M
362K
+12%
Added · +38K sh
Q1 2026
20BlueCrest Capital Management Ltd
$30.7M
351K
New
+351K sh
Q1 2026
21NORGES BANK
$44.3M
336K
−16%
Reduced · −65K sh
Q4 2025
22SUSQUEHANNA INTERNATIONAL GROUP, LLP
$27.1M
310K
30×
Added · +299K sh
Q1 2026
23Kinetic Partners Management, LP
$27.0M
309K
+145%
Added · +183K sh
Q1 2026
24NORTHERN TRUST CORP
$23.4M
268K
+3.4%
Added · +9K sh
Q1 2026
25JANUS HENDERSON GROUP PLC
$23.4M
268K
20×
Added · +254K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
12
funds
Added
17
funds
Reduced
21
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$201K
1 insiders
Sells · 180d
$6.2M
4 insiders
Net
-$6.0M
24 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 1, 2026Hendry Gregory LMD, Chief Accounting OfficerOption exercise (M)2K$53K
Jul 1, 2026Hendry Gregory LMD, Chief Accounting OfficerSell (S)2K$189K
Jul 1, 2026Hendry Gregory LMD, Chief Accounting OfficerOption exercise (M)2K$0
Jun 22, 2026Hendry Gregory LMD, Chief Accounting OfficerOption exercise (M)3K$53K
Jun 22, 2026Hendry Gregory LMD, Chief Accounting OfficerSell (S)3K$240K
Jun 22, 2026Hendry Gregory LMD, Chief Accounting OfficerOption exercise (M)3K$0
May 15, 2026Perotti Daniel StanleyChief Financial OfficerSell (S)3K$256K
May 12, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)3K$241K
May 12, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)3K$277K
May 12, 2026SPECTOR DAVIDChairman & CEO, DirectorSell (S)4K$362K
May 8, 2026SPECTOR DAVIDChairman & CEO, DirectorOther (J)25K$0
May 7, 2026Chandra SunilDirectorGrant (A)336$31K

Institutional ownership over time

175 funds+44 since Q3 2024
095189Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $2.5B · 1 values withheld

Share classes

Class13F holdersValue held
PFSIthis pagecs176 funds$2.5B
70932MAD9Corporate Bond - Domestic1 funds$92K
70932MAG2Corporate Bond - Domestic1 funds$91K
70932MAF4Corporate Bond - Domestic1 funds$91K
70932MAE7Corporate Bond - Domestic1 funds$75K
70932MAH0Corporate Bond - Domestic1 funds$70K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own PFSI also own

CompanyCo-held byCombined value
CAPITAL ONE FINANCIAL CORPCOF73 funds$1.8B
MICROSOFT CORPMSFT71 funds$32.2B
BROADCOM INCAVGO71 funds$17.4B
AMAZON.COM INCAMZN70 funds$27.8B
ALPHABET INC-CL AGOOGL70 funds$21.7B
ADVANCED MICRO DEVICESAMD70 funds$4.3B
META PLATFORMS INC-CLASS AMETA69 funds$15.6B
CITIGROUP INCC69 funds$3.0B
VISTRA CORPVST69 funds$1.2B
TESLA INCTSLA68 funds$12.0B
ELI LILLY & COLLY68 funds$9.1B
COSTCO WHOLESALE CORPCOST68 funds$5.6B

Ranked by how many of PFSI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.