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

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GHP Investment Advisors's PFSI Position: Q2 2026 in Review

GHP Investment Advisors held its PennyMac Financial (PFSI) position steady in Q2 2026 at 2 shares worth $175. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

GHP Investment Advisors first reported a position in PFSI in Q1 2026 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • GHP Investment Advisors held 2 shares of PennyMac Financial worth $175 as of Q2 2026.
  • GHP Investment Advisors left its PennyMac Financial share count unchanged in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1201 holding.
  • GHP Investment Advisors first reported a position in PennyMac Financial in Q1 2026 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.