Berman McAleer’s PennyMac Financial PFSI Stock Holding History

Berman McAleer’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 Q3	$370K	Buy	+6,000	New	+$454K	0.04%	121

Other funds holding PFSI

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Berman McAleer's PFSI Position: Q3 2026 in Review

Berman McAleer opened a new position in PennyMac Financial (PFSI) in Q3 2026: 6,000 shares worth $370K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings.

14 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

Berman McAleer held 6,000 shares of PennyMac Financial worth $370K as of Q3 2026.
PennyMac Financial was a new Berman McAleer position in Q3 2026.
PennyMac Financial made up 0.04% of Berman McAleer's portfolio in Q3 2026, its #121 holding.
14 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Berman McAleer's 13F filing for Q3 2026, filed 16 Oct 2026.