GAMMA Investing’s PennyMac Financial PFSI Stock Holding History

GAMMA Investing’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	$27K	Buy	438 +332	+313%	+$25.1K	﹤0.01%	2762
2026 Q2	$9.23K	Buy	106 +18	+20%	+$1.56K	﹤0.01%	3249
2026 Q1	$7.69K	Sell	88 -200	-69%	-$21.5K	﹤0.01%	3200
2025 Q4	$38K	Buy	288 +142	+97%	+$18.1K	﹤0.01%	2254
2025 Q3	$18.1K	Buy	146 +59	+68%	+$6.38K	﹤0.01%	2565
2025 Q2	$8.67K	Sell	87 -30	-26%	-$2.91K	﹤0.01%	2874
2025 Q1	$11.7K	Buy	117 +21	+22%	+$2.15K	﹤0.01%	2679
2024 Q4	$9.8K	Buy	96 +6	+7%	+$627	﹤0.01%	2632
2024 Q3	$10.3K	Buy	90 +27	+43%	+$2.77K	﹤0.01%	2449
2024 Q2	$5.96K	Buy	63 +10	+19%	+$905	﹤0.01%	2496
2024 Q1	$4.83K	Hold	53	–	–	﹤0.01%	2422
2023 Q4	$4.62K	Buy	+53	New	+$3.98K	﹤0.01%	2274

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's PFSI Position: Q3 2026 in Review

GAMMA Investing increased its PennyMac Financial (PFSI) stake by 313% in Q3 2026, buying an estimated $25.1K and bringing the position to 438 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

GAMMA Investing first reported a position in PFSI in Q4 2023 and has held it in 12 quarters since. The position peaked at $38K in Q4 2025. 10 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

GAMMA Investing held 438 shares of PennyMac Financial worth $27K as of Q3 2026.
GAMMA Investing bought 332 PennyMac Financial shares in Q3 2026, an estimated $25.1K.
PennyMac Financial made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2762 holding.
GAMMA Investing first reported a position in PennyMac Financial in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's PennyMac Financial position peaked at $38K in Q4 2025.
10 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.