Arax Advisory Partners’s PennyMac Financial PFSI Stock Holding History

Arax Advisory Partners’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	$103K	Buy	1,178 +1,077	+1,066%	+$93.7K	﹤0.01%	2713
2026 Q1	$8.83K	Buy	101 +87	+621%	+$9.36K	﹤0.01%	2508
2025 Q4	$1.85K	Sell	14 -42	-75%	-$5.35K	﹤0.01%	3290
2025 Q3	$6.94K	Buy	+56	New	+$6.06K	﹤0.01%	2753
2025 Q2	–	Sell	-6	Closed	-$601	–	3164
2025 Q1	$601	Sell	6 -38	-86%	-$3.9K	﹤0.01%	2504
2024 Q4	$4.5K	Buy	44 +6	+16%	+$627	﹤0.01%	1777
2024 Q3	$4.33K	Hold	38	–	–	﹤0.01%	1778
2024 Q2	$3.6K	Buy	+38	New	+$3.44K	﹤0.01%	1732

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

Arax Advisory Partners's PFSI Position: Q2 2026 in Review

Arax Advisory Partners increased its PennyMac Financial (PFSI) stake by 1,066% in Q2 2026, buying an estimated $93.7K and bringing the position to 1,178 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Arax Advisory Partners first reported a position in PFSI in Q2 2024 and has held it in 8 quarters since. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Arax Advisory Partners held 1,178 shares of PennyMac Financial worth $103K as of Q2 2026.
Arax Advisory Partners bought 1,077 PennyMac Financial shares in Q2 2026, an estimated $93.7K.
PennyMac Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2713 holding.
Arax Advisory Partners first reported a position in PennyMac Financial in Q2 2024 and has held it in 8 quarters since.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.