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Advisornet Financial’s PennyMac Financial PFSI Stock Holding History

Advisornet Financial’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
2025
Q1 		– Sell
-3
Closed -$306 – 2228
2024
Q4 		$306 Buy
+3
New +$314 ﹤0.01% 1846
2023
Q2 		– Sell
-11
Closed -$656 – 2458
2023
Q1 		$656 Buy
11
+2
+22% +$124 ﹤0.01% 2002
2022
Q4 		$510 Buy
+9
New +$477 ﹤0.01% 2021
2022
Q3 		– Sell
-315
Closed -$14K – 1997
2022
Q2 		$14K Buy
+315
New +$14.9K ﹤0.01% 1260

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Advisornet Financial's PFSI Position: Q1 2025 in Review

Advisornet Financial sold out of PennyMac Financial (PFSI) in Q1 2025, closing a stake of 3 shares — an estimated $306 sold.

Advisornet Financial first reported a position in PFSI in Q2 2022 and held it in 4 quarters. The position peaked at $14K in Q2 2022. 202 funds tracked by Wall St. Rank hold PFSI as of Q1 2025.

  • Advisornet Financial reported no remaining PennyMac Financial position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 3 PennyMac Financial shares in Q1 2025, an estimated $306.
  • Advisornet Financial first reported a position in PennyMac Financial in Q2 2022 and held it in 4 quarters.
  • Advisornet Financial's PennyMac Financial position peaked at $14K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.