HWM
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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
Q2 		$215K Buy
2,467
+12
+0.5% +$1.04K 0.02% 360
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 $4.83B 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

Hohimer Wealth Management's PFSI Position: Q2 2026 in Review

Hohimer Wealth Management increased its PennyMac Financial (PFSI) stake by 0.49% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,467 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #360.

Hohimer Wealth Management first reported a position in PFSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $241K in Q2 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Hohimer Wealth Management held 2,467 shares of PennyMac Financial worth $215K as of Q2 2026.
  • Hohimer Wealth Management bought 12 PennyMac Financial shares in Q2 2026, an estimated $1.04K.
  • PennyMac Financial made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #360 holding.
  • Hohimer Wealth Management first reported a position in PennyMac Financial in Q3 2024 and has held it in 8 quarters since.
  • Hohimer Wealth Management's PennyMac Financial position peaked at $241K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.