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Integrated Wealth Concepts’s PennyMac Financial PFSI Stock Holding History

Integrated Wealth Concepts’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 		$12.5K Buy
+143
New +$12.4K ﹤0.01% 4428

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

Integrated Wealth Concepts's PFSI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in PennyMac Financial (PFSI) in Q2 2026: 143 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #4428 among its holdings.

229 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Integrated Wealth Concepts held 143 shares of PennyMac Financial worth $12.5K as of Q2 2026.
  • PennyMac Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4428 holding.
  • 229 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.