IMA Advisory Services’s PennyMac Financial PFSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.83K Buy
21
+7
+50% +$609 ﹤0.01% 1116
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

IMA Advisory Services's PFSI Position: Q2 2026 in Review

IMA Advisory Services increased its PennyMac Financial (PFSI) stake by 50% in Q2 2026, buying an estimated $609 and bringing the position to 21 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

IMA Advisory Services first reported a position in PFSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.84K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • IMA Advisory Services held 21 shares of PennyMac Financial worth $1.83K as of Q2 2026.
  • IMA Advisory Services bought 7 PennyMac Financial shares in Q2 2026, an estimated $609.
  • PennyMac Financial made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1116 holding.
  • IMA Advisory Services first reported a position in PennyMac Financial in Q4 2025 and has held it in 3 quarters since.
  • IMA Advisory Services's PennyMac Financial position peaked at $1.84K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.