JWM
PFSI icon

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
Q2 		$1.74K Hold
20
– – ﹤0.01% 1122
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 $4.83B 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

JPL Wealth Management's PFSI Position: Q2 2026 in Review

JPL Wealth Management held its PennyMac Financial (PFSI) position steady in Q2 2026 at 20 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

JPL Wealth Management first reported a position in PFSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.48K in Q3 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • JPL Wealth Management held 20 shares of PennyMac Financial worth $1.74K as of Q2 2026.
  • JPL Wealth Management left its PennyMac Financial share count unchanged in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1122 holding.
  • JPL Wealth Management first reported a position in PennyMac Financial in Q3 2025 and has held it in 3 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 Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.