JWA
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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

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

JFS Wealth Advisors's PFSI Position: Q2 2026 in Review

JFS Wealth Advisors increased its PennyMac Financial (PFSI) stake by 6.3% in Q2 2026, buying an estimated $261 and bringing the position to 51 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

JFS Wealth Advisors first reported a position in PFSI in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.46K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • JFS Wealth Advisors held 51 shares of PennyMac Financial worth $4.44K as of Q2 2026.
  • JFS Wealth Advisors bought 3 PennyMac Financial shares in Q2 2026, an estimated $261.
  • PennyMac Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1323 holding.
  • JFS Wealth Advisors first reported a position in PennyMac Financial in Q1 2020 and has held it in 22 quarters since.
  • JFS Wealth Advisors's PennyMac Financial position peaked at $6.46K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.