PennyMac Financial Services, Inc. (PFSI) — Institutional Holders, Q2 2026 (page 3)
231 institutional investment managers reported a PFSI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 231. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PFSI 13F holders ranked 201–231 of 231
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Keating Financial Advisory Services#201 · 23 sh | 23 | $2.0K | <0.01% | +9.5% |
| 202 | TrueNorth#202 · 21 sh | 21 | $1.8K | <0.01% | +50.0% |
| 203 | Steward Partners Investment Advisory#203 · 20 sh | 20 | $1.7K | 0.00% | 0.0% |
| 204 | JPL Wealth Management#204 · 20 sh | 20 | $1.7K | <0.01% | 0.0% |
| 205 | MANNING & NAPIER ADVISORS#205 · 20 sh | 20 | $1.7K | 0.00% | New |
| 206 | Creative Capital Management Investments#206 · 19 sh | 19 | $1.7K | <0.01% | New |
| 207 | Valued Wealth Advisors#207 · 17 sh | 17 | $1.5K | <0.01% | -37.0% |
| 208 | Bay Harbor Wealth Management#208 · 13 sh | 13 | $1.1K | <0.01% | 0.0% |
| 209 | SJS Investment Consulting#209 · 11 sh | 11 | $959.00 | — | 0.0% |
| 210 | Retirement Wealth Solutions#210 · 11 sh | 11 | $959.00 | — | +266.7% |
| 211 | Rialto Wealth Management#211 · 11 sh | 11 | $959.00 | <0.01% | +22.2% |
| 212 | DiNuzzo Private Wealth#212 · 10 sh | 10 | $871.00 | — | -9.1% |
| 213 | Godfrey Financial Associates#213 · 10 sh | 10 | $871.00 | <0.01% | 0.0% |
| 214 | Manchester Capital Management#214 · 8 sh | 8 | $697.00 | — | 0.0% |
| 215 | Physician Wealth Advisors#215 · 8 sh | 8 | $697.00 | — | New |
| 216 | Private Wealth Management Group#216 · 8 sh | 8 | $697.00 | — | 0.0% |
| 217 | HFM Investment Advisors#217 · 8 sh | 8 | $697.00 | <0.01% | +100.0% |
| 218 | Bare Financial Services#218 · 6 sh | 6 | $523.00 | <0.01% | -82.4% |
| 219 | ASSETMARK#219 · 5 sh | 5 | $436.00 | — | -28.6% |
| 220 | Clearstead Advisors#220 · 5 sh | 5 | $436.00 | 0.00% | New |
| 221 | LRI Investments#221 · 3 sh | 3 | $261.00 | 0.00% | New |
| 222 | Wealth Enhancement Services#222 · 3 sh | 3 | $261.00 | — | New |
| 223 | GHP Investment Advisors#223 · 2 sh | 2 | $175.00 | — | 0.0% |
| 224 | Hughes Financial Services#224 · 2 sh | 2 | $174.00 | 0.00% | -33.3% |
| 225 | DecisionPoint Financial#225 · 2 sh | 2 | $170.00 | 0.00% | New |
| 226 | TFC Financial Management#226 · 1 sh | 1 | $88.00 | — | 0.0% |
| 227 | MARYLAND CAPITAL ADVISORS#227 · 1 sh | 1 | $88.00 | — | — |
| 228 | RAFFA WEALTH MANAGEMENT#228 · 1 sh | 1 | $87.00 | 0.00% | 0.0% |
| 229 | HARBOUR INVESTMENTS#229 · 1 sh | 1 | $87.00 | 0.00% | 0.0% |
| 230 | Navigoe#230 · 2 sh | 2 | $0.00 | 0.00% | New |
| 231 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#231 · 34,575 sh | 34,575 | — | — | -5.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.