Corient Private Wealth
PFSI icon

Corient Private Wealth’s PennyMac Financial PFSI Stock Holding History

Corient Private Wealth’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
Q1 		$206K Buy
+2,357
New +$253K ﹤0.01% 2549

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's PFSI Position: Q1 2026 in Review

Corient Private Wealth opened a new position in PennyMac Financial (PFSI) in Q1 2026: 2,357 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2549 among its holdings.

231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Corient Private Wealth held 2,357 shares of PennyMac Financial worth $206K as of Q1 2026.
  • PennyMac Financial was a new Corient Private Wealth position in Q1 2026.
  • PennyMac Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2549 holding.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.