HWM
PFSI icon

Hohimer Wealth Management’s PennyMac Financial PFSI Stock Holding History

Hohimer 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
2026
Q1 		$215K Buy
2,455
+748
+44% +$80.4K 0.03% 332
2025
Q4 		$225K Sell
1,707
-6
-0.4% -$764 0.03% 266
2025
Q3 		$212K Sell
1,713
-707
-29% -$76.5K 0.03% 326
2025
Q2 		$241K Buy
2,420
+69
+3% +$6.69K 0.04% 211
2025
Q1 		$235K Buy
2,351
+121
+5% +$12.4K 0.05% 217
2024
Q4 		$228K Buy
2,230
+157
+8% +$16.4K 0.04% 214
2024
Q3 		$236K Buy
+2,073
New +$212K 0.05% 194

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return