Advisory Services Network’s PennyMac Financial PFSI Stock Holding History

Advisory Services Network’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	–	Sell	-12	Closed	-$1.05K	–	3939
2026 Q1	$1.05K	Buy	+12	New	+$1.29K	﹤0.01%	4301
2025 Q4	–	Sell	-6	Closed	-$743	–	3574
2025 Q3	$743	Buy	+6	New	+$649	﹤0.01%	3994
2021 Q1	–	Sell	-29	Closed	-$2K	–	2494
2020 Q4	$2K	Hold	29	–	–	﹤0.01%	3030
2020 Q3	$2K	Buy	+29	New	+$1.44K	﹤0.01%	3159
2020 Q2	–	Sell	-31	Closed	-$1K	–	2259
2020 Q1	$1K	Buy	31 +12	+63%	+$386	﹤0.01%	2920
2019 Q4	$1K	Buy	+19	New	+$617	﹤0.01%	2989

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Services Network's PFSI Position: Q2 2026 in Review

Advisory Services Network sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 12 shares — an estimated $1.05K sold.

Advisory Services Network first reported a position in PFSI in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Advisory Services Network reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 12 PennyMac Financial shares in Q2 2026, an estimated $1.05K.
Advisory Services Network first reported a position in PennyMac Financial in Q4 2019 and held it in 6 quarters.
Advisory Services Network's PennyMac Financial position peaked at $2K in Q4 2020.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.