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Essential Partners’s PennyMac Financial PFSI Stock Holding History

Essential Partners’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 		– Sell
-46
Closed -$4.01K – 2968
2026
Q2 		$4.01K Sell
46
-38
-45% -$3.31K ﹤0.01% 1638
2026
Q1 		$7.34K Buy
84
+81
+2,700% +$8.71K ﹤0.01% 1393
2025
Q4 		$396 Hold
3
– – ﹤0.01% 2282
2025
Q3 		$372 Buy
3
+1
+50% +$108 ﹤0.01% 2275
2025
Q2 		$199 Buy
+2
New +$194 ﹤0.01% 1944

Other funds holding PFSI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $319M AUM

Essential Partners's PFSI Position: Q3 2026 in Review

Essential Partners sold out of PennyMac Financial (PFSI) in Q3 2026, closing a stake of 46 shares — an estimated $4.01K sold.

Essential Partners first reported a position in PFSI in Q2 2025 and held it in 5 quarters. The position peaked at $7.34K in Q1 2026. 10 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Essential Partners reported no remaining PennyMac Financial position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 46 PennyMac Financial shares in Q3 2026, an estimated $4.01K.
  • Essential Partners first reported a position in PennyMac Financial in Q2 2025 and held it in 5 quarters.
  • Essential Partners's PennyMac Financial position peaked at $7.34K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.