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PFSI — Pennymac Finl Svcs Inc New Com Institutional Holders · Q3 2026

Who owns Pennymac Finl Svcs Inc New Com (PFSI)? 8 institutions reported holding $109,985 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Versant Capital Management, Inc ($70,978), GAMMA Investing LLC ($27,033), Farther Finance Advisors, LLC ($10,184).

RankInstitutionValueSharesChange
1Versant Capital Management, Inc$70,9781,150New
2GAMMA Investing LLC$27,033438Added
3Farther Finance Advisors, LLC$10,184165Added
4Marquette Asset Management, LLC$1,42023New
5Planning Strategies Inc.$3706New
6Cooper Financial Group$00Exited
7Retirement Wealth Solutions LLC$00Exited
8Wealth Enhancement Trust Services, Inc.$00Exited

Source: SEC Form 13F filings · as of 2026-09-30