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IFP Advisors’s PennyMac Financial PFSI Stock Holding History

IFP 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 		$14.3K Buy
164
+149
+993% +$13K ﹤0.01% 3177
2026
Q1 		$1.31K Buy
15
+3
+25% +$323 ﹤0.01% 4112
2025
Q4 		$1.58K Sell
12
-12
-50% -$1.53K ﹤0.01% 3918
2025
Q3 		$2.97K Buy
24
+20
+500% +$2.16K ﹤0.01% 3523
2025
Q2 		$2.59K Buy
+4
New +$388 ﹤0.01% 3779
2025
Q1 		– Hold
0
– – – 3509
2024
Q4 		– Hold
0
– – – 3473
2023
Q4 		– Sell
-5
Closed -$333 – 3257
2023
Q3 		$333 Hold
5
– – ﹤0.01% 3146
2023
Q2 		$352 Hold
5
– – ﹤0.01% 3252
2023
Q1 		$103 Sell
5
-2
-29% -$124 ﹤0.01% 3308
2022
Q4 		$2K Sell
7
-83
-92% -$4.4K ﹤0.01% 4198
2022
Q3 		$10K Hold
90
– – ﹤0.01% 3662
2022
Q2 		$10K Hold
90
– – ﹤0.01% 3418
2022
Q1 		$10K Sell
90
-2,750
-97% -$166K ﹤0.01% 3418
2021
Q4 		$200K Buy
2,840
+438
+18% +$28.9K ﹤0.01% 949
2021
Q3 		$149K Sell
2,402
-372
-13% -$23.6K ﹤0.01% 1105
2021
Q2 		$172K Sell
2,774
-399
-13% -$24.2K ﹤0.01% 980
2021
Q1 		$212K Buy
3,173
+2,170
+216% +$135K ﹤0.01% 811
2020
Q4 		$66K Buy
1,003
+407
+68% +$24.2K ﹤0.01% 1326
2020
Q3 		$35K Buy
596
+500
+521% +$24.8K ﹤0.01% 1411
2020
Q2 		$4K Hold
96
– – ﹤0.01% 2184
2020
Q1 		$2K Hold
96
– – ﹤0.01% 2389
2019
Q4 		$3K Hold
96
– – ﹤0.01% 2398
2019
Q3 		$3K Buy
+96
New +$2.59K ﹤0.01% 2563

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

IFP Advisors's PFSI Position: Q2 2026 in Review

IFP Advisors increased its PennyMac Financial (PFSI) stake by 993% in Q2 2026, buying an estimated $13K and bringing the position to 164 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

IFP Advisors first reported a position in PFSI in Q3 2019 and has held it in 22 quarters since. The position peaked at $212K in Q1 2021. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • IFP Advisors held 164 shares of PennyMac Financial worth $14.3K as of Q2 2026.
  • IFP Advisors bought 149 PennyMac Financial shares in Q2 2026, an estimated $13K.
  • PennyMac Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3177 holding.
  • IFP Advisors first reported a position in PennyMac Financial in Q3 2019 and has held it in 22 quarters since.
  • IFP Advisors's PennyMac Financial position peaked at $212K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

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