CFO
PFSI icon

CVA Family Office’s PennyMac Financial PFSI Stock Holding History

CVA Family Office’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 		$3.75K Buy
43
+6
+16% +$522 ﹤0.01% 1361
2026
Q1 		$3.23K Buy
+37
New +$3.98K ﹤0.01% 1386

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

CVA Family Office's PFSI Position: Q2 2026 in Review

CVA Family Office increased its PennyMac Financial (PFSI) stake by 16% in Q2 2026, buying an estimated $522 and bringing the position to 43 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

CVA Family Office first reported a position in PFSI in Q1 2026 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • CVA Family Office held 43 shares of PennyMac Financial worth $3.75K as of Q2 2026.
  • CVA Family Office bought 6 PennyMac Financial shares in Q2 2026, an estimated $522.
  • PennyMac Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1361 holding.
  • CVA Family Office first reported a position in PennyMac Financial in Q1 2026 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.