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Abacus Wealth Partners’s PennyMac Financial PFSI Stock Holding History

Abacus Wealth Partners’s Portfolio PFSI Stock Details PFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,623
Closed -$214K – 548
2025
Q4 		$214K Buy
+1,623
New +$207K 0.02% 455

Other funds holding PFSI

MP
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abacus Wealth Partners's PFSI Position: Q1 2026 in Review

Abacus Wealth Partners sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,623 shares — an estimated $214K sold.

Abacus Wealth Partners first reported a position in PFSI in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Abacus Wealth Partners reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 1,623 PennyMac Financial shares in Q1 2026, an estimated $214K.
  • Abacus Wealth Partners first reported a position in PennyMac Financial in Q4 2025 and held it in 1 quarter.
  • Abacus Wealth Partners's PennyMac Financial position peaked at $214K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.