PENNYMAC FINL SVCS INC NEW

Ticker: PFSI CUSIP: 70932M107 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 18,121 Value ($000) $2,389 Avg Close $126.84 Range $113.90 - $137.08
Q3 2025
Shares 14,286 Value ($000) $1,770 Avg Close $107.45 Range $91.00 - $129.29
Q2 2025
Shares 13,495 Value ($000) $1,345 Avg Close $95.94 Range $84.75 - $103.79
Q1 2025
Shares 7,121 Value ($000) $713 Avg Close $101.23 Range $92.70 - $113.79
Q4 2024
Shares 5,771 Value ($000) $589 Avg Close $102.89 Range $95.48 - $112.50
Q3 2024
Shares 5,856 Value ($000) $667 Avg Close $100.50 Range $88.41 - $117.06
Q2 2024
Shares 4,977 Value ($000) $471 Avg Close $88.54 Range $81.16 - $92.96
Q1 2024
Shares 3,112 Value ($000) $283 Avg Close $85.32 Range $79.91 - $92.44
Q4 2023
Shares 2,830 Value ($000) $250 Avg Close $73.15 Range $60.44 - $91.19
Q1 2021
Shares 18,087 Value ($000) $1,209 Avg Close $58.26 Range $52.44 - $66.76
Q4 2020
Shares 18,679 Value ($000) $1,226 Avg Close $55.70 Range $46.44 - $65.62
Q3 2020
Shares 17,750 Value ($000) $1,032 Avg Close $46.28 Range $36.69 - $56.57
Q1 2020
Shares 27,630 Value ($000) $611 Avg Close $29.83 Range $12.20 - $36.61
Q4 2019
Shares 54,750 Value ($000) $1,864 Avg Close $29.98 Range $27.14 - $32.14
Q3 2019
Shares 33,250 Value ($000) $1,010 Avg Close $24.87 Range $20.64 - $29.53