Bell Investment Advisors’s PennyMac Financial PFSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92K	Sell	22 -6	-21%	-$645	﹤0.01%	1349
2025 Q4	$3.69K	Hold	28	–	–	﹤0.01%	1106
2025 Q3	$3.47K	Hold	28	–	–	﹤0.01%	1095
2025 Q2	$2.79K	Buy	28 +6	+27%	+$581	﹤0.01%	1225
2025 Q1	$2.2K	Hold	22	–	–	﹤0.01%	1274
2024 Q4	$2.25K	Hold	22	–	–	﹤0.01%	1287
2024 Q3	$2.51K	Hold	22	–	–	﹤0.01%	1255
2024 Q2	$2.08K	Hold	22	–	–	﹤0.01%	1333
2024 Q1	$2K	Hold	22	–	–	﹤0.01%	1363
2023 Q4	$1.95K	Hold	22	–	–	﹤0.01%	1340
2023 Q3	$1.47K	Hold	22	–	–	﹤0.01%	1422
2023 Q2	$1.55K	Hold	22	–	–	﹤0.01%	1423
2023 Q1	$1.31K	Sell	22 -19	-46%	-$1.18K	﹤0.01%	1454
2022 Q4	$2.32K	Buy	41 +19	+86%	+$1.01K	﹤0.01%	1208
2022 Q3	$1K	Buy	22 +11	+100%	+$575	﹤0.01%	1523
2022 Q2	$0	Buy	+11	New	+$520	﹤0.01%	1807
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	1555
2021 Q3	$0	Buy	+8	New	+$508	﹤0.01%	1803