DiNuzzo Private Wealth
PFSI icon

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
Q3 		$433 Sell
7
-3
-30% -$227 ﹤0.01% 1142
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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

DiNuzzo Private Wealth's PFSI Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its PennyMac Financial (PFSI) stake by 30% in Q3 2026, selling an estimated $227 and leaving 7 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

DiNuzzo Private Wealth first reported a position in PFSI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.71K in Q4 2025. 30 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • DiNuzzo Private Wealth held 7 shares of PennyMac Financial worth $433 as of Q3 2026.
  • DiNuzzo Private Wealth sold 3 PennyMac Financial shares in Q3 2026, an estimated $227.
  • PennyMac Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1142 holding.
  • DiNuzzo Private Wealth first reported a position in PennyMac Financial in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's PennyMac Financial position peaked at $1.71K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.