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Hemington Wealth Management’s PennyMac Financial PFSI Stock Holding History

Hemington Wealth 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
Q3 		$7K Buy
57
+5
+10% +$541 ﹤0.01% 1030
2025
Q2 		$5K Buy
52
+3
+6% +$291 ﹤0.01% 1106
2025
Q1 		$4K Buy
49
+17
+53% +$1.74K ﹤0.01% 1135
2024
Q4 		$3K Buy
32
+13
+68% +$1.36K ﹤0.01% 1195
2024
Q3 		$1K Buy
+19
New +$1.95K ﹤0.01% 1382

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hemington Wealth Management's PFSI Position: Q3 2025 in Review

Hemington Wealth Management increased its PennyMac Financial (PFSI) stake by 9.6% in Q3 2025, buying an estimated $541 and bringing the position to 57 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Hemington Wealth Management first reported a position in PFSI in Q3 2024 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold PFSI as of Q3 2025.

  • Hemington Wealth Management held 57 shares of PennyMac Financial worth $7K as of Q3 2025.
  • Hemington Wealth Management bought 5 PennyMac Financial shares in Q3 2025, an estimated $541.
  • PennyMac Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1030 holding.
  • Hemington Wealth Management first reported a position in PennyMac Financial in Q3 2024 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.