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Alteri Wealth’s PennyMac Financial PFSI Stock Holding History

Alteri Wealth’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 		$294K Hold
3,365
– – 0.1% 226
2025
Q4 		$444K Hold
3,365
– – 0.14% 169
2025
Q3 		$417K Buy
+3,365
New +$364K 0.14% 173

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
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

Alteri Wealth's PFSI Position: Q1 2026 in Review

Alteri Wealth held its PennyMac Financial (PFSI) position steady in Q1 2026 at 3,365 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #226.

Alteri Wealth first reported a position in PFSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $444K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Alteri Wealth held 3,365 shares of PennyMac Financial worth $294K as of Q1 2026.
  • Alteri Wealth left its PennyMac Financial share count unchanged in Q1 2026.
  • PennyMac Financial made up 0.1% of Alteri Wealth's portfolio in Q1 2026, its #226 holding.
  • Alteri Wealth first reported a position in PennyMac Financial in Q3 2025 and has held it in 3 quarters since.
  • Alteri Wealth's PennyMac Financial position peaked at $444K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.