MorganRosel Wealth Management’s PennyMac Financial PFSI Stock Holding History

MorganRosel 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
2025 Q3	–	Sell	-10,000	Closed	-$996K	–	284
2025 Q2	$996K	Sell	10,000 -464	-4%	-$45K	0.27%	60
2025 Q1	$1.05M	Sell	10,464 -1,264	-11%	-$130K	0.32%	53
2024 Q4	$1.2M	Buy	11,728 +4,416	+60%	+$462K	0.39%	48
2024 Q3	$833K	Sell	7,312 -2,913	-28%	-$298K	0.27%	63
2024 Q2	$967K	Sell	10,225 -586	-5%	-$53K	0.34%	51
2024 Q1	$985K	Buy	10,811 +236	+2%	+$20.6K	0.35%	57
2023 Q4	$935K	Buy	10,575 +1,131	+12%	+$84.9K	0.36%	49
2023 Q3	$629K	Buy	+9,444	New	+$679K	0.26%	61

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MorganRosel Wealth Management's PFSI Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of PennyMac Financial (PFSI) in Q3 2025, closing a stake of 10,000 shares — an estimated $996K sold.

MorganRosel Wealth Management first reported a position in PFSI in Q3 2023 and held it in 8 quarters. The position peaked at $1.2M in Q4 2024. 230 funds tracked by Wall St. Rank hold PFSI as of Q3 2025.

MorganRosel Wealth Management reported no remaining PennyMac Financial position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 10,000 PennyMac Financial shares in Q3 2025, an estimated $996K.
MorganRosel Wealth Management first reported a position in PennyMac Financial in Q3 2023 and held it in 8 quarters.
MorganRosel Wealth Management's PennyMac Financial position peaked at $1.2M in Q4 2024.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.