Farther Finance Advisors’s PennyMac Financial PFSI Stock Holding History

Farther Finance 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 Q3	$10.2K	Buy	165 +90	+120%	+$6.82K	﹤0.01%	4603
2026 Q2	$6.53K	Buy	75 +47	+168%	+$4.09K	﹤0.01%	4648
2026 Q1	$2.46K	Sell	28 -1	-3%	-$108	﹤0.01%	4821
2025 Q4	$3.82K	Buy	29 +6	+26%	+$764	﹤0.01%	4436
2025 Q3	$2.85K	Buy	23 +7	+44%	+$757	﹤0.01%	3999
2025 Q2	$1.59K	Buy	16 +1	+7%	+$97	﹤0.01%	3772
2025 Q1	$1.5K	Hold	15	–	–	﹤0.01%	3489
2024 Q4	$1.53K	Hold	15	–	–	﹤0.01%	3110
2024 Q3	$1.71K	Buy	15 +6	+67%	+$615	﹤0.01%	3045
2024 Q2	$831	Hold	9	–	–	﹤0.01%	3136
2024 Q1	$808	Hold	9	–	–	﹤0.01%	2849
2023 Q4	$795	Buy	9 +1	+13%	+$75	﹤0.01%	2817
2023 Q3	$533	Hold	8	–	–	﹤0.01%	2249
2023 Q2	$562	Hold	8	–	–	﹤0.01%	2121
2023 Q1	$477	Hold	8	–	–	﹤0.01%	2016
2022 Q4	$453	Buy	+8	New	+$424	﹤0.01%	1851

Other funds holding PFSI

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 Foster City, California $2.96B AUM 34.38% 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

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

Farther Finance Advisors's PFSI Position: Q3 2026 in Review

Farther Finance Advisors increased its PennyMac Financial (PFSI) stake by 120% in Q3 2026, buying an estimated $6.82K and bringing the position to 165 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4603.

Farther Finance Advisors first reported a position in PFSI in Q4 2022 and has held it in 16 quarters since. 10 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

Farther Finance Advisors held 165 shares of PennyMac Financial worth $10.2K as of Q3 2026.
Farther Finance Advisors bought 90 PennyMac Financial shares in Q3 2026, an estimated $6.82K.
PennyMac Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4603 holding.
Farther Finance Advisors first reported a position in PennyMac Financial in Q4 2022 and has held it in 16 quarters since.
10 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.