DiNuzzo Private Wealth’s PennyMac Financial PFSI Stock Holding History

DiNuzzo 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 Q2	$871	Sell	10 -1	-9%	-$87	﹤0.01%	943
2026 Q1	$962	Sell	11 -2	-15%	-$215	﹤0.01%	881
2025 Q4	$1.71K	Buy	13 +1	+8%	+$127	﹤0.01%	702
2025 Q3	$1.32K	Sell	12 -1	-8%	-$108	﹤0.01%	784
2025 Q2	$1.3K	Hold	13	–	–	﹤0.01%	773
2025 Q1	$1.3K	Sell	13 -1	-7%	-$103	﹤0.01%	739
2024 Q4	$1.43K	Buy	14 +1	+8%	+$105	﹤0.01%	722
2024 Q3	$1.48K	Buy	13 +2	+18%	+$205	﹤0.01%	726
2024 Q2	$1.04K	Buy	11 +1	+10%	+$90	﹤0.01%	779
2024 Q1	$911	Sell	10 -1	-9%	-$87	﹤0.01%	770
2023 Q4	$973	Buy	+11	New	+$826	﹤0.01%	711

Other funds holding PFSI

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

DiNuzzo Private Wealth's PFSI Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its PennyMac Financial (PFSI) stake by 9.1% in Q2 2026, selling an estimated $87 and leaving 10 shares worth $871. The position accounts for ﹤0.01% of the portfolio, ranked #943.

DiNuzzo Private Wealth first reported a position in PFSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71K in Q4 2025. 36 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

DiNuzzo Private Wealth held 10 shares of PennyMac Financial worth $871 as of Q2 2026.
DiNuzzo Private Wealth sold 1 PennyMac Financial share in Q2 2026, an estimated $87.
PennyMac Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #943 holding.
DiNuzzo Private Wealth first reported a position in PennyMac Financial in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's PennyMac Financial position peaked at $1.71K in Q4 2025.
36 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.