APFP
PFSI icon

Action Point Financial Planning’s PennyMac Financial PFSI Stock Holding History

Action Point Financial Planning’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
Q2 		$2.44K Buy
+30
New +$2.61K ﹤0.01% 2163

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Action Point Financial Planning's PFSI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in PennyMac Financial (PFSI) in Q2 2026: 30 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #2163 among its holdings.

228 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Action Point Financial Planning held 30 shares of PennyMac Financial worth $2.44K as of Q2 2026.
  • PennyMac Financial was a new Action Point Financial Planning position in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2163 holding.
  • 228 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.