13F

PFSI PENNYMAC FINANCIAL SERVICES

2026Q1 · CUSIP 70932M107

🔴 Danger · Dual-confirm: breadth + price
Holders
229
Δ holders QoQ
-34
Breadth percentile
Top 96%
Whale holders
108
Δ whales
-19
Inst. holding value
$2.9B
New positions
46
Closed positions
80
Price momentum (1Q)
-7.6%
Put / Call
9/9

Breadth history (34 quarters)

2018Q4: Δ+76 · h=79 2019Q1: Δ+14 · h=93 2019Q2: Δ+14 · h=107 2019Q3: Δ+23 · h=130 2019Q4: Δ+22 · h=152 2020Q1: Δ+11 · h=163 2020Q2: Δ+22 · h=185 2020Q3: Δ+39 · h=224 2020Q4: Δ+17 · h=241 2021Q1: Δ-14 · h=227 2021Q2: Δ-25 · h=202 2021Q3: Δ-3 · h=199 2021Q4: Δ+8 · h=207 2022Q1: Δ-22 · h=185 2022Q2: Δ-10 · h=175 2022Q3: Δ-6 · h=169 2022Q4: Δ+13 · h=182 2023Q1: Δ-5 · h=177 2023Q2: Δ-8 · h=169 2023Q3: Δ+6 · h=175 2023Q4: Δ+17 · h=192 2024Q1: Δ+1 · h=193 2024Q2: Δ-8 · h=185 2024Q3: Δ+16 · h=201 2024Q4: Δ+7 · h=208 2025Q1: Δ-6 · h=202 2025Q2: Δ+19 · h=221 2025Q3: Δ+10 · h=231 2025Q4: Δ+32 · h=263 2026Q1: Δ-34 · h=229 2018Q4: holders=79 2019Q1: holders=93 2019Q2: holders=107 2019Q3: holders=130 2019Q4: holders=152 2020Q1: holders=163 2020Q2: holders=185 2020Q3: holders=224 2020Q4: holders=241 2021Q1: holders=227 2021Q2: holders=202 2021Q3: holders=199 2021Q4: holders=207 2022Q1: holders=185 2022Q2: holders=175 2022Q3: holders=169 2022Q4: holders=182 2023Q1: holders=177 2023Q2: holders=169 2023Q3: holders=175 2023Q4: holders=192 2024Q1: holders=193 2024Q2: holders=185 2024Q3: holders=201 2024Q4: holders=208 2025Q1: holders=202 2025Q2: holders=221 2025Q3: holders=231 2025Q4: holders=263 2026Q1: holders=229 -76 -38 +0 +38 +76 71174277 18Q419Q320Q221Q121Q422Q323Q224Q124Q425Q326Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 8 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 16% -7.6%
2025Q2 Top 17% +20.4% -8.4%
2020Q3 Top 5% +11.7% +8.5%
2020Q2 Top 16% +13.3% +32.7%
2020Q1 Top 8% +71.3% +94.0%
2019Q3 Top 6% +9.4% -0.4%
2019Q2 Top 10% +19.6% +32.7%
2018Q4 Top 2% -4.6% +14.9%
Put holders / Call holders: 9 / 9