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JPL Wealth Management’s PennyMac Financial PFSI Stock Holding History

JPL Wealth Management’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 		$1.75K Buy
+20
New +$2.15K ﹤0.01% 1018
2025
Q4 		– Sell
-20
Closed -$2.48K – 837
2025
Q3 		$2.48K Buy
+20
New +$2.16K ﹤0.01% 820

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JPL Wealth Management's PFSI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in PennyMac Financial (PFSI) in Q1 2026: 20 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PFSI as recently as Q3 2025.

JPL Wealth Management first reported a position in PFSI in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.48K in Q3 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • JPL Wealth Management held 20 shares of PennyMac Financial worth $1.75K as of Q1 2026.
  • PennyMac Financial was a new JPL Wealth Management position in Q1 2026.
  • PennyMac Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1018 holding.
  • JPL Wealth Management first reported a position in PennyMac Financial in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's PennyMac Financial position peaked at $2.48K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.