Marquette Asset Management’s PennyMac Financial PFSI Stock Holding History

Marquette Asset 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 Q3	$1.42K	Buy	+23	New	+$1.74K	﹤0.01%	602

Other funds holding PFSI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

Marquette Asset Management's PFSI Position: Q3 2026 in Review

Marquette Asset Management opened a new position in PennyMac Financial (PFSI) in Q3 2026: 23 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

10 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

Marquette Asset Management held 23 shares of PennyMac Financial worth $1.42K as of Q3 2026.
PennyMac Financial was a new Marquette Asset Management position in Q3 2026.
PennyMac Financial made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #602 holding.
10 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.