Financial Gravity Asset Management’s PennyMac Financial PFSI Stock Holding History

Financial Gravity Asset Management’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
2025 Q1	$20K	Buy	+200	New	+$20.5K	﹤0.01%	477
2024 Q2	$37.8K	Sell	400 -740	-65%	-$67K	0.01%	303
2024 Q1	$102K	Buy	1,140 +470	+70%	+$41.1K	0.01%	279
2023 Q4	$59.2K	Buy	+670	New	+$50.3K	﹤0.01%	574
2018 Q3	$1K	Sell	62 -14	-18%	-$290	﹤0.01%	1210
2018 Q2	$2K	Sell	76 -29	-28%	-$604	﹤0.01%	1023
2018 Q1	$2K	Buy	+105	New	+$2.45K	﹤0.01%	990

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Financial Gravity Asset Management's PFSI Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in PennyMac Financial (PFSI) in Q1 2025: 200 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PFSI as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in PFSI in Q1 2018 and has held it in 7 quarters since. The position peaked at $102K in Q1 2024. 202 funds tracked by Wall St. Rank hold PFSI as of Q1 2025.

Financial Gravity Asset Management held 200 shares of PennyMac Financial worth $20K as of Q1 2025.
PennyMac Financial was a new Financial Gravity Asset Management position in Q1 2025.
PennyMac Financial made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #477 holding.
Financial Gravity Asset Management first reported a position in PennyMac Financial in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's PennyMac Financial position peaked at $102K in Q1 2024.
202 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.