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 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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Farther Finance Advisors's PFSI Position: Q2 2026 in Review

Farther Finance Advisors increased its PennyMac Financial (PFSI) stake by 168% in Q2 2026, buying an estimated $4.09K and bringing the position to 75 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4648.

Farther Finance Advisors first reported a position in PFSI in Q4 2022 and has held it in 15 quarters since. 26 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Farther Finance Advisors held 75 shares of PennyMac Financial worth $6.53K as of Q2 2026.
Farther Finance Advisors bought 47 PennyMac Financial shares in Q2 2026, an estimated $4.09K.
PennyMac Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4648 holding.
Farther Finance Advisors first reported a position in PennyMac Financial in Q4 2022 and has held it in 15 quarters since.
26 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.