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EverSource Wealth Advisors’s PennyMac Financial PFSI Stock Holding History

EverSource Wealth Advisors’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
Q1 		$27.4K Sell
314
-25
-7% -$2.69K ﹤0.01% 2298
2025
Q4 		$44.7K Buy
339
+45
+15% +$5.73K ﹤0.01% 1814
2025
Q3 		$36.4K Buy
294
+30
+11% +$3.25K ﹤0.01% 1933
2025
Q2 		$26.3K Buy
+264
New +$25.6K ﹤0.01% 2080
2025
Q1 		– Sell
-12
Closed -$1.23K – 4144
2024
Q4 		$1.23K Buy
+12
New +$1.25K ﹤0.01% 2895

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's PFSI Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its PennyMac Financial (PFSI) stake by 7.4% in Q1 2026, selling an estimated $2.69K and leaving 314 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

EverSource Wealth Advisors first reported a position in PFSI in Q4 2024 and has held it in 5 quarters since. The position peaked at $44.7K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • EverSource Wealth Advisors held 314 shares of PennyMac Financial worth $27.4K as of Q1 2026.
  • EverSource Wealth Advisors sold 25 PennyMac Financial shares in Q1 2026, an estimated $2.69K.
  • PennyMac Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2298 holding.
  • EverSource Wealth Advisors first reported a position in PennyMac Financial in Q4 2024 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's PennyMac Financial position peaked at $44.7K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.