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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
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 $4.77B 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Wealth's PFSI Position: Q1 2026 in Review

NewEdge Wealth reduced its PennyMac Financial (PFSI) stake by 0.5% in Q1 2026, selling an estimated $5.59K and leaving 10,400 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #651.

NewEdge Wealth first reported a position in PFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • NewEdge Wealth held 10,400 shares of PennyMac Financial worth $909K as of Q1 2026.
  • NewEdge Wealth sold 52 PennyMac Financial shares in Q1 2026, an estimated $5.59K.
  • PennyMac Financial made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #651 holding.
  • NewEdge Wealth first reported a position in PennyMac Financial in Q2 2025 and has held it in 4 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 Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.