JWA
PFSI icon

JFS Wealth Advisors’s PennyMac Financial PFSI Stock Holding History

JFS Wealth 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 		$4.44K Buy
51
+3
+6% +$261 ﹤0.01% 1323
2026
Q1 		$4.2K Sell
48
-1
-2% -$108 ﹤0.01% 1256
2025
Q4 		$6.46K Buy
49
+14
+40% +$1.78K ﹤0.01% 1137
2025
Q3 		$4.34K Hold
35
– – ﹤0.01% 1178
2025
Q2 		$3.49K Hold
35
– – ﹤0.01% 1215
2025
Q1 		$3.5K Hold
35
– – ﹤0.01% 1269
2024
Q4 		$3.58K Hold
35
– – ﹤0.01% 1255
2024
Q3 		$3.99K Buy
35
+1
+3% +$102 ﹤0.01% 1197
2024
Q2 		$3.22K Hold
34
– – ﹤0.01% 1242
2024
Q1 		$3.1K Hold
34
– – ﹤0.01% 1286
2023
Q4 		$3K Hold
34
– – ﹤0.01% 1258
2023
Q3 		$2.27K Buy
34
+2
+6% +$144 ﹤0.01% 1314
2023
Q2 		$2.25K Buy
32
+1
+3% +$63 ﹤0.01% 1341
2023
Q1 		$1.85K Buy
31
+5
+19% +$309 ﹤0.01% 1400
2022
Q4 		$1.47K Buy
26
+3
+13% +$159 ﹤0.01% 1484
2022
Q3 		$1K Sell
23
-11
-32% -$575 ﹤0.01% 1617
2022
Q2 		$1K Buy
34
+27
+386% +$1.27K ﹤0.01% 1611
2022
Q1 		$0 Buy
7
+2
+40% +$121 ﹤0.01% 1929
2021
Q4 		$0 Buy
+5
New +$330 ﹤0.01% 1837
2020
Q4 		– Sell
-13
Closed -$1K – 615
2020
Q3 		$1K Hold
13
– – ﹤0.01% 540
2020
Q2 		$1K Sell
13
-16
-55% -$507 ﹤0.01% 513
2020
Q1 		$1K Buy
+29
New +$933 ﹤0.01% 481

Other funds holding PFSI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return