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Compiled from SEC Form N-PX filings and PennyMac Financial Services, Inc.’s Form 8-K, filed 2026-06-04 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore PennyMac Financial Services, Inc. in the interactive database Compare manager voting policies
These tallies are PennyMac Financial Services, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-04 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: David A. Spector | 42,462,444 | 206,197 | 79,384 | -- | 4,799,772 | Majority: yes |
| Elect Director: Doug Jones | 42,438,823 | 230,534 | 78,668 | -- | 4,799,772 | Majority: yes |
| Elect Director: Sunil Chandra | 42,549,151 | 117,584 | 81,290 | -- | 4,799,772 | Majority: yes |
| Elect Director: Jonathon S. Jacobson | 41,821,686 | 847,759 | 78,580 | -- | 4,799,772 | Majority: yes |
| Elect Director: Patrick Kinsella | 42,521,407 | 147,577 | 79,041 | -- | 4,799,772 | Majority: yes |
| Elect Director: Anne D. McCallion | 42,579,466 | 84,803 | 83,756 | -- | 4,799,772 | Majority: yes |
| Elect Director: Farhad Nanji | 42,403,072 | 227,802 | 117,151 | -- | 4,799,772 | Majority: yes |
| Elect Director: Jeffrey A. Perlowitz | 42,602,569 | 66,388 | 79,068 | -- | 4,799,772 | Majority: yes |
| Elect Director: Lisa M. Shalett | 41,744,791 | 641,606 | 361,628 | -- | 4,799,772 | Majority: yes |
| Elect Director: Theodore W. Tozer | 42,602,365 | 66,791 | 78,869 | -- | 4,799,772 | Majority: yes |
| Proposal 2: Ratification of the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the Company for the fiscal year ending December 31, 2026. | 47,183,413 | 284,212 | 80,172 | -- | 0 | Majority: yes |
| Proposal 3: Approval, by non-binding vote, of the Company's executive compensation. | 41,064,673 | 1,453,740 | 229,612 | -- | 4,799,772 | Majority: yes |
Source: PennyMac Financial Services, Inc., Form 8-K, filed with the SEC on 2026-06-04 — read the filing on EDGAR.
Each item below shows how the 270 asset managers that disclosed a PennyMac Financial Services, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of PennyMac Financial Services, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 5 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Proposal 3: Approval, by non-binding vote, of the Company's executive compensation.”): 41,064,673 for, 1,453,740 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 79% for, 3% against (82% of the company cast a for/against vote).
The 263 asset managers below cast 92% of the shares they voted on this item FOR (28,095,327 for, 2,390,475 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 5,895,510 | 0 | 0 | 0 | For |
| MFN Partners Management, LP | 4,531,792 | 0 | 0 | 0 | For |
| Vanguard | 3,483,634 | 0 | 0 | 0 | For |
| Fidelity | 2,028,683 | 0 | 0 | 0 | For |
| BlackRock | 1,948,549 | 390 | 0 | 0 | For |
| DONALD SMITH & CO., INC. | 1,354,040 | 0 | 0 | 0 | For |
| Invesco | 0 | 1,276,943 | 0 | 0 | Against |
| Charles Schwab | 937,241 | 0 | 0 | 0 | For |
| Dimensional | 874,286 | 0 | 0 | 0 | For |
| American Century | 0 | 843,278 | 0 | 0 | Against |
| State Street | 740,916 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 707,615 | 0 | 0 | 0 | For |
| Goldman Sachs | 471,967 | 0 | 0 | 0 | For |
| Senvest Management, LLC | 356,842 | 0 | 0 | 0 | For |
| Boston Partners | 318,075 | 0 | 0 | 0 | For |
| Kinetic Partners Management, LP | 308,800 | 0 | 0 | 0 | For |
| Citadel | 287,281 | 0 | 0 | 0 | For |
| Janus Henderson | 284,368 | 0 | 0 | 0 | For |
| Northern Trust | 242,303 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 204,320 | 0 | 0 | 0 | For |
| CANYON CAPITAL ADVISORS LLC | 187,500 | 0 | 0 | 0 | For |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0 | 0 | 145,963 | 0 | Abstain |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
Showing the 25 largest of 263 asset managers. See all 263 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: David A. Spector”): 42,462,444 for, 206,197 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 82% for, 0.4% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (11,741,450 for, 9,959 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Doug Jones”): 42,438,823 for, 230,534 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 82% for, 0.5% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 99.5% of the shares they voted on this item FOR (11,695,093 for, 56,316 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 58,496 | 1,021 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 39,125 | 0 | 0 | Against |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Sunil Chandra”): 42,549,151 for, 117,584 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 82% for, 0.3% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (11,741,450 for, 9,959 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Jonathon S. Jacobson”): 41,821,686 for, 847,759 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 81% for, 2% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 94% of the shares they voted on this item FOR (11,068,011 for, 683,398 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,623 | 2 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 612,122 | 673,437 | 0 | 0 | Against |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Patrick Kinsella”): 42,521,407 for, 147,577 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 82% for, 0.3% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (11,751,250 for, 159 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 7 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Anne D. McCallion”): 42,579,466 for, 84,803 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 82% for, 0.2% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 100% of the shares they voted on this item FOR (11,751,409 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Farhad Nanji”): 42,403,072 for, 227,802 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 82% for, 0.5% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (11,751,250 for, 159 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Jeffrey A. Perlowitz”): 42,602,569 for, 66,388 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 82% for, 0.2% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 100% of the shares they voted on this item FOR (11,751,409 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Lisa M. Shalett”): 41,744,791 for, 641,606 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 80% for, 1% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 98% of the shares they voted on this item FOR (11,270,520 for, 243,491 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,234,877 | 1,748 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,357 | 70 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 237,398 | 0 | Abstain |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 0 | 141,166 | 0 | 0 | Against |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 13,102 | 63,154 | 0 | 0 | Against |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Elect Director: Theodore W. Tozer”): 42,602,365 for, 66,791 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 82% for, 0.2% against (82% of the company cast a for/against vote).
The 73 asset managers below cast 100% of the shares they voted on this item FOR (11,751,409 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Proposal 2: Ratification of the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the Company for the fiscal year ending December 31, 2026.”): 47,183,413 for, 284,212 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 91% for, 0.6% against (91% of the company cast a for/against vote).
The 73 asset managers below cast 100% of the shares they voted on this item FOR (11,751,409 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,236,625 | 0 | 0 | 0 | For |
| T. Rowe Price | 2,259,704 | 0 | 0 | 0 | For |
| Fidelity | 1,285,559 | 0 | 0 | 0 | For |
| BlackRock | 1,032,421 | 0 | 0 | 0 | For |
| Dimensional | 648,959 | 0 | 0 | 0 | For |
| Invesco | 533,191 | 0 | 0 | 0 | For |
| Charles Schwab | 468,427 | 0 | 0 | 0 | For |
| American Century | 411,574 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 237,398 | 0 | 0 | 0 | For |
| State Street | 167,553 | 0 | 0 | 0 | For |
| MFS | 141,166 | 0 | 0 | 0 | For |
| JPMorgan | 132,719 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 121,646 | 0 | 0 | 0 | For |
| Goldman Sachs | 93,535 | 0 | 0 | 0 | For |
| MassMutual | 79,749 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 76,256 | 0 | 0 | 0 | For |
| Northwestern Mutual | 67,403 | 0 | 0 | 0 | For |
| Equitable | 64,808 | 0 | 0 | 0 | For |
| TIAA | 61,544 | 0 | 0 | 0 | For |
| BNY Mellon | 59,517 | 0 | 0 | 0 | For |
| World Funds Trust | 52,585 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 52,007 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 48,000 | 0 | 0 | 0 | For |
| WisdomTree | 39,125 | 0 | 0 | 0 | For |
| John Hancock | 38,587 | 0 | 0 | 0 | For |
Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.
97% Majority: yes · of votes cast
PennyMac Financial Services, Inc.’s own tally for this item (“Proposal 3: Approval, by non-binding vote, of the Company's executive compensation.”): 41,064,673 for, 1,453,740 against, per its Form 8-K filed 2026-06-04 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 51,924,875 outstanding shares: 79% for, 3% against (82% of the company cast a for/against vote).
The 6 asset managers below cast 98% of the shares they voted on this item FOR (155,890 for, 3,350 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Lightrock Netherlands B.V. | 152,213 | 0 | 0 | 0 | For |
| NORDEA INVESTMENT MANAGEMENT AB | 3,122 | 0 | 0 | 0 | For |
| APG Asset Management US Inc. | 0 | 2,103 | 0 | 0 | Against |
| Impact Investors, Inc | 0 | 1,247 | 0 | 0 | Against |
| Convergence Investment Partners, LLC | 550 | 0 | 0 | 0 | For |
| Coyle Financial Counsel LLC | 5 | 0 | 0 | 0 | For |
Ranked by the number of PennyMac Financial Services, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 51,924,875 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 11.35% |
| 2 | MFN Partners Management, LP | 8.73% |
| 3 | Vanguard | 6.71% |
| 4 | Fidelity | 3.91% |
| 5 | BlackRock | 3.75% |
| 6 | DONALD SMITH & CO., INC. | 2.61% |
| 7 | Invesco | 2.46% |
| 8 | Charles Schwab | 1.81% |
| 9 | Dimensional | 1.68% |
| 10 | American Century | 1.62% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Vanguard Group | 5.46% | 13F |
| Millennium Management | 4.88% | 13F |
| BlackRock | 4.24% | 13F |
| Dimensional Fund Advisors | 3.69% | 13F |
| Citadel Advisors | 2.66% | 13F |
| State Street | 1.65% | 13F |
| Invesco | 1.64% | 13F |
| FMR (Fidelity) | 1.44% | 13F |
| Geode Capital | 1.36% | 13F |
| Goldman Sachs | 1.29% | 13F |
Percentages above are of 51,924,875 shares outstanding, as reported by PennyMac Financial Services, Inc. on its Form 10-Q dated 2026-05-04 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PennyMac Financial Services, Inc.’s 10-Q dated 2026-05-04. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At PennyMac Financial Services, Inc.'s shareholder meeting held 2026-06-03, in the 2025-2026 proxy season, 270 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,516 separate fund positions. Their filings are grouped here into 13 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, by non-binding vote, our executive compensation. — FOR was 97% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: PennyMac Financial Services, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-06-04.
PennyMac Financial Services, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).