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GHP Investment Advisors’s PennyMac Financial PFSI Stock Holding History

GHP Investment 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 		$124 Hold
2
– – ﹤0.01% 1173
2026
Q2 		$175 Hold
2
– – ﹤0.01% 1201
2026
Q1 		$175 Buy
+2
New +$215 ﹤0.01% 1229

Other funds holding PFSI

Wealth Enhancement Advisory Services
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
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
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
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MCA
Maryland Capital Advisors Chester, Maryland $319M AUM

GHP Investment Advisors's PFSI Position: Q3 2026 in Review

GHP Investment Advisors held its PennyMac Financial (PFSI) position steady in Q3 2026 at 2 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

GHP Investment Advisors first reported a position in PFSI in Q1 2026 and has held it in 3 quarters since. The position peaked at $175 in Q2 2026. 10 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • GHP Investment Advisors held 2 shares of PennyMac Financial worth $124 as of Q3 2026.
  • GHP Investment Advisors left its PennyMac Financial share count unchanged in Q3 2026.
  • PennyMac Financial made up ﹤0.01% of GHP Investment Advisors's portfolio in Q3 2026, its #1173 holding.
  • GHP Investment Advisors first reported a position in PennyMac Financial in Q1 2026 and has held it in 3 quarters since.
  • GHP Investment Advisors's PennyMac Financial position peaked at $175 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on GHP Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.