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Parkworth Wealth Management’s PennyMac Financial PFSI Stock Holding History

Parkworth Wealth Management’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
Q2 		$498 Buy
5
+3
+150% +$291 ﹤0.01% 648
2025
Q1 		$200 Hold
2
– – ﹤0.01% 723
2024
Q4 		$204 Buy
+2
New +$209 ﹤0.01% 756

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's PFSI Position: Q2 2025 in Review

Parkworth Wealth Management increased its PennyMac Financial (PFSI) stake by 150% in Q2 2025, buying an estimated $291 and bringing the position to 5 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Parkworth Wealth Management first reported a position in PFSI in Q4 2024 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold PFSI as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of PennyMac Financial worth $498 as of Q2 2025.
  • Parkworth Wealth Management bought 3 PennyMac Financial shares in Q2 2025, an estimated $291.
  • PennyMac Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #648 holding.
  • Parkworth Wealth Management first reported a position in PennyMac Financial in Q4 2024 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.