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 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 $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's PFSI Position: Q1 2026 in Review

Advisory Services Network opened a new position in PennyMac Financial (PFSI) in Q1 2026: 12 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #4301 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PFSI as recently as Q3 2025.

Advisory Services Network first reported a position in PFSI in Q4 2019 and has held it in 6 quarters since. The position peaked at $2K in Q4 2020. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Advisory Services Network held 12 shares of PennyMac Financial worth $1.05K as of Q1 2026.
PennyMac Financial was a new Advisory Services Network position in Q1 2026.
PennyMac Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4301 holding.
Advisory Services Network first reported a position in PennyMac Financial in Q4 2019 and has held it in 6 quarters since.
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 Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.