IMA Advisory Services’s PennyMac Financial PFSI Stock Holding History

IMA Advisory Services’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	$1.22K	Hold	14	–	–	﹤0.01%	744
2025 Q4	$1.84K	Buy	+14	New	+$1.78K	﹤0.01%	674

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IMA Advisory Services's PFSI Position: Q1 2026 in Review

IMA Advisory Services held its PennyMac Financial (PFSI) position steady in Q1 2026 at 14 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

IMA Advisory Services first reported a position in PFSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.84K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

IMA Advisory Services held 14 shares of PennyMac Financial worth $1.22K as of Q1 2026.
IMA Advisory Services left its PennyMac Financial share count unchanged in Q1 2026.
PennyMac Financial made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #744 holding.
IMA Advisory Services first reported a position in PennyMac Financial in Q4 2025 and has held it in 2 quarters since.
IMA Advisory Services's PennyMac Financial position peaked at $1.84K in Q4 2025.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.