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Godfrey Financial Associates’s PennyMac Financial PFSI Stock Holding History

Godfrey Financial Associates’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 		$871 Hold
10
– – ﹤0.01% 811
2026
Q1 		$874 Hold
10
– – ﹤0.01% 792
2025
Q4 		$1.32K Buy
+10
New +$1.27K ﹤0.01% 703

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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
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Rubric Capital Management (New York)
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 $3.38T AUM 44.17% 1-Year Est. Return

Godfrey Financial Associates's PFSI Position: Q2 2026 in Review

Godfrey Financial Associates held its PennyMac Financial (PFSI) position steady in Q2 2026 at 10 shares worth $871. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Godfrey Financial Associates first reported a position in PFSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.32K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Godfrey Financial Associates held 10 shares of PennyMac Financial worth $871 as of Q2 2026.
  • Godfrey Financial Associates left its PennyMac Financial share count unchanged in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #811 holding.
  • Godfrey Financial Associates first reported a position in PennyMac Financial in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's PennyMac Financial position peaked at $1.32K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.