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Cooper Financial Group’s PennyMac Financial PFSI Stock Holding History

Cooper Financial Group’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 		– Sell
-3,099
Closed -$270K – 478
2026
Q2 		$270K Hold
3,099
– – 0.02% 365
2026
Q1 		$271K Buy
+3,099
New +$333K 0.03% 353

Other funds holding PFSI

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VCM
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
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
MAM
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
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $319M AUM

Cooper Financial Group's PFSI Position: Q3 2026 in Review

Cooper Financial Group sold out of PennyMac Financial (PFSI) in Q3 2026, closing a stake of 3,099 shares — an estimated $270K sold.

Cooper Financial Group first reported a position in PFSI in Q1 2026 and held it in 2 quarters. The position peaked at $271K in Q1 2026. 10 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Cooper Financial Group reported no remaining PennyMac Financial position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 3,099 PennyMac Financial shares in Q3 2026, an estimated $270K.
  • Cooper Financial Group first reported a position in PennyMac Financial in Q1 2026 and held it in 2 quarters.
  • Cooper Financial Group's PennyMac Financial position peaked at $271K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.