NWWA
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New Wave Wealth Advisors’s PennyMac Financial PFSI Stock Holding History

New Wave Wealth Advisors’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
Q1 		– Sell
-50
Closed -$5.11K – 526
2024
Q4 		$5.11K Buy
+50
New +$5.23K ﹤0.01% 439

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

New Wave Wealth Advisors's PFSI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of PennyMac Financial (PFSI) in Q1 2025, closing a stake of 50 shares — an estimated $5.11K sold.

New Wave Wealth Advisors first reported a position in PFSI in Q4 2024 and held it in 1 quarter. The position peaked at $5.11K in Q4 2024. 202 funds tracked by Wall St. Rank hold PFSI as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining PennyMac Financial position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 50 PennyMac Financial shares in Q1 2025, an estimated $5.11K.
  • New Wave Wealth Advisors first reported a position in PennyMac Financial in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's PennyMac Financial position peaked at $5.11K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.