Curio Wealth’s PennyMac Financial PFSI Stock Holding History

Curio 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 Q2	–	Sell	-1	Closed	-$87	–	844
2026 Q1	$87	Buy	+1	New	+$108	﹤0.01%	1001

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Curio Wealth's PFSI Position: Q2 2026 in Review

Curio Wealth sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 1 share — an estimated $87 sold.

Curio Wealth first reported a position in PFSI in Q1 2026 and held it in 1 quarter. The position peaked at $87 in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Curio Wealth reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 PennyMac Financial share in Q2 2026, an estimated $87.
Curio Wealth first reported a position in PennyMac Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's PennyMac Financial position peaked at $87 in Q1 2026.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.