ORG Wealth Partners’s PennyMac Financial PFSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$493 Buy
+8
New +$606 ﹤0.01% 2062

Other funds holding PFSI

ORG Wealth Partners's PFSI Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in PennyMac Financial (PFSI) in Q3 2026: 8 shares worth $493. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings.

137 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • ORG Wealth Partners held 8 shares of PennyMac Financial worth $493 as of Q3 2026.
  • PennyMac Financial was a new ORG Wealth Partners position in Q3 2026.
  • PennyMac Financial made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2062 holding.
  • 137 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.