Creative Planning
PFSI icon

Creative Planning’s PennyMac Financial PFSI Stock Holding History

Creative Planning’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 		$838K Sell
9,616
-5,015
-34% -$436K ﹤0.01% 2793
2026
Q1 		$1.28M Sell
14,631
-3,490
-19% -$375K ﹤0.01% 2258
2025
Q4 		$2.39M Buy
18,121
+3,835
+27% +$489K ﹤0.01% 1586
2025
Q3 		$1.77M Buy
14,286
+791
+6% +$85.6K ﹤0.01% 1641
2025
Q2 		$1.34M Buy
13,495
+6,374
+90% +$618K ﹤0.01% 1623
2025
Q1 		$713K Buy
7,121
+1,350
+23% +$138K ﹤0.01% 1990
2024
Q4 		$589K Sell
5,771
-85
-1% -$8.89K ﹤0.01% 2075
2024
Q3 		$667K Buy
5,856
+879
+18% +$90K ﹤0.01% 1852
2024
Q2 		$471K Buy
4,977
+1,865
+60% +$169K ﹤0.01% 1992
2024
Q1 		$283K Buy
3,112
+282
+10% +$24.6K ﹤0.01% 2300
2023
Q4 		$250K Buy
+2,830
New +$213K ﹤0.01% 2230
2021
Q2 		– Sell
-18,087
Closed -$1.21M – 2454
2021
Q1 		$1.21M Sell
18,087
-592
-3% -$36.7K ﹤0.01% 937
2020
Q4 		$1.23M Buy
18,679
+929
+5% +$55.3K ﹤0.01% 862
2020
Q3 		$1.03M Buy
+17,750
New +$880K ﹤0.01% 792
2020
Q2 		– Sell
-27,630
Closed -$611K – 2103
2020
Q1 		$611K Sell
27,630
-27,120
-50% -$873K ﹤0.01% 850
2019
Q4 		$1.86M Buy
54,750
+21,500
+65% +$698K 0.01% 540
2019
Q3 		$1.01M Buy
+33,250
New +$897K ﹤0.01% 758
2016
Q1 		– Sell
-6,135
Closed -$94K – 4467
2015
Q4 		$94K Hold
6,135
– – ﹤0.01% 1669
2015
Q3 		$98K Buy
+6,135
New +$106K ﹤0.01% 1610

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

Creative Planning's PFSI Position: Q2 2026 in Review

Creative Planning reduced its PennyMac Financial (PFSI) stake by 34% in Q2 2026, selling an estimated $436K and leaving 9,616 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

Creative Planning first reported a position in PFSI in Q3 2015 and has held it in 19 quarters since. The position peaked at $2.39M in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Creative Planning held 9,616 shares of PennyMac Financial worth $838K as of Q2 2026.
  • Creative Planning sold 5,015 PennyMac Financial shares in Q2 2026, an estimated $436K.
  • PennyMac Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2793 holding.
  • Creative Planning first reported a position in PennyMac Financial in Q3 2015 and has held it in 19 quarters since.
  • Creative Planning's PennyMac Financial position peaked at $2.39M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.