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Larson Financial Group’s PennyMac Financial PFSI Stock Holding History

Larson Financial Group’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 		$2.87K Buy
33
+5
+18% +$435 ﹤0.01% 3001
2026
Q1 		$2.45K Sell
28
-35
-56% -$3.76K ﹤0.01% 2894
2025
Q4 		$8.31K Hold
63
– – ﹤0.01% 2222
2025
Q3 		$7.8K Buy
63
+13
+26% +$1.41K ﹤0.01% 2142
2025
Q2 		$4.98K Buy
+50
New +$4.84K ﹤0.01% 2072

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

Larson Financial Group's PFSI Position: Q2 2026 in Review

Larson Financial Group increased its PennyMac Financial (PFSI) stake by 18% in Q2 2026, buying an estimated $435 and bringing the position to 33 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

Larson Financial Group first reported a position in PFSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.31K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Larson Financial Group held 33 shares of PennyMac Financial worth $2.87K as of Q2 2026.
  • Larson Financial Group bought 5 PennyMac Financial shares in Q2 2026, an estimated $435.
  • PennyMac Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3001 holding.
  • Larson Financial Group first reported a position in PennyMac Financial in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's PennyMac Financial position peaked at $8.31K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.