KFAS
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Keating Financial Advisory Services’s PennyMac Financial PFSI Stock Holding History

Keating Financial Advisory Services’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 		$2K Buy
23
+2
+10% +$174 ﹤0.01% 1951
2026
Q1 		$1.83K Sell
21
-9
-30% -$968 ﹤0.01% 1884
2025
Q4 		$3.96K Buy
+30
New +$3.82K ﹤0.01% 1358

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

Keating Financial Advisory Services's PFSI Position: Q2 2026 in Review

Keating Financial Advisory Services increased its PennyMac Financial (PFSI) stake by 9.5% in Q2 2026, buying an estimated $174 and bringing the position to 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Keating Financial Advisory Services first reported a position in PFSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.96K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Keating Financial Advisory Services held 23 shares of PennyMac Financial worth $2K as of Q2 2026.
  • Keating Financial Advisory Services bought 2 PennyMac Financial shares in Q2 2026, an estimated $174.
  • PennyMac Financial made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1951 holding.
  • Keating Financial Advisory Services first reported a position in PennyMac Financial in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's PennyMac Financial position peaked at $3.96K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.