CPG
PFSI icon

Cornerstone Planning Group’s PennyMac Financial PFSI Stock Holding History

Cornerstone Planning 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
Q1 		– Sell
-7
Closed -$1.03K – 1890
2025
Q4 		$1.03K Sell
7
-185
-96% -$23.6K ﹤0.01% 1338
2025
Q3 		$20.6K Buy
192
+185
+2,643% +$20K ﹤0.01% 573
2025
Q2 		$695 Buy
+7
New +$678 ﹤0.01% 1201

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Cornerstone Planning Group's PFSI Position: Q1 2026 in Review

Cornerstone Planning Group sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 7 shares — an estimated $1.03K sold.

Cornerstone Planning Group first reported a position in PFSI in Q2 2025 and held it in 3 quarters. The position peaked at $20.6K in Q3 2025. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Cornerstone Planning Group reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 7 PennyMac Financial shares in Q1 2026, an estimated $1.03K.
  • Cornerstone Planning Group first reported a position in PennyMac Financial in Q2 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's PennyMac Financial position peaked at $20.6K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.