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PFSI icon

NewEdge Wealth’s PennyMac Financial PFSI Stock Holding History

NewEdge Wealth’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 		$906K Buy
10,403
+3
+0% +$261 0.01% 683
2026
Q1 		$909K Sell
10,400
-52
-0.5% -$5.59K 0.01% 651
2025
Q4 		$1.38M Buy
10,452
+52
+0.5% +$6.63K 0.02% 550
2025
Q3 		$1.3M Hold
10,400
– – 0.02% 501
2025
Q2 		$1.02M Buy
+10,400
New +$1.01M 0.02% 524

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

NewEdge Wealth's PFSI Position: Q2 2026 in Review

NewEdge Wealth increased its PennyMac Financial (PFSI) stake by 0.03% in Q2 2026, buying an estimated $261 and bringing the position to 10,403 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #683.

NewEdge Wealth first reported a position in PFSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.38M in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • NewEdge Wealth held 10,403 shares of PennyMac Financial worth $906K as of Q2 2026.
  • NewEdge Wealth bought 3 PennyMac Financial shares in Q2 2026, an estimated $261.
  • PennyMac Financial made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #683 holding.
  • NewEdge Wealth first reported a position in PennyMac Financial in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Wealth's PennyMac Financial position peaked at $1.38M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.