EverSource Wealth Advisors
PFSI icon

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
Q2 		$12.5K Sell
144
-170
-54% -$14.8K ﹤0.01% 2767
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 $4.83B 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
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Rubric Capital Management (New York)
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 $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's PFSI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PennyMac Financial (PFSI) stake by 54% in Q2 2026, selling an estimated $14.8K and leaving 144 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

EverSource Wealth Advisors first reported a position in PFSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.7K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • EverSource Wealth Advisors held 144 shares of PennyMac Financial worth $12.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 170 PennyMac Financial shares in Q2 2026, an estimated $14.8K.
  • PennyMac Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2767 holding.
  • EverSource Wealth Advisors first reported a position in PennyMac Financial in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's PennyMac Financial position peaked at $44.7K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.