NewEdge Advisors’s PennyMac Financial PFSI Stock Holding History

NewEdge 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
2026 Q2	–	Sell	-10	Closed	-$874	–	4335
2026 Q1	$874	Buy	+10	New	+$1.07K	﹤0.01%	3921

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's PFSI Position: Q2 2026 in Review

NewEdge Advisors sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 10 shares — an estimated $874 sold.

NewEdge Advisors first reported a position in PFSI in Q1 2026 and held it in 1 quarter. The position peaked at $874 in Q1 2026. 155 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

NewEdge Advisors reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 10 PennyMac Financial shares in Q2 2026, an estimated $874.
NewEdge Advisors first reported a position in PennyMac Financial in Q1 2026 and held it in 1 quarter.
NewEdge Advisors's PennyMac Financial position peaked at $874 in Q1 2026.
155 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.