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Clearstead Advisors’s PennyMac Financial PFSI Stock Holding History

Clearstead Advisors’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 		$436 Buy
+5
New +$435 ﹤0.01% 2963
2026
Q1 		– Sell
-503
Closed -$66.3K – 2694
2025
Q4 		$66.3K Buy
503
+286
+132% +$36.4K ﹤0.01% 1280
2025
Q3 		$26.9K Hold
217
– – ﹤0.01% 1509
2025
Q2 		$21.6K Buy
+217
New +$21K ﹤0.01% 1590

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's PFSI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in PennyMac Financial (PFSI) in Q2 2026: 5 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #2963 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PFSI as recently as Q4 2025.

Clearstead Advisors first reported a position in PFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $66.3K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Clearstead Advisors held 5 shares of PennyMac Financial worth $436 as of Q2 2026.
  • PennyMac Financial was a new Clearstead Advisors position in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2963 holding.
  • Clearstead Advisors first reported a position in PennyMac Financial in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's PennyMac Financial position peaked at $66.3K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.