Physician Wealth Advisors’s PennyMac Financial PFSI Stock Holding History

Physician Wealth 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	$697	Buy	+8	New	+$696	﹤0.01%	1962
2026 Q1	–	Sell	-17	Closed	-$2.24K	–	2197
2025 Q4	$2.24K	Buy	17 +7	+70%	+$892	﹤0.01%	1238
2025 Q3	$1.24K	Sell	10 -5	-33%	-$541	﹤0.01%	1449
2025 Q2	$1.5K	Buy	+15	New	+$1.45K	﹤0.01%	1167

Other funds holding PFSI

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

FRM

Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Physician Wealth Advisors's PFSI Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in PennyMac Financial (PFSI) in Q2 2026: 8 shares worth $697. The stake represents ﹤0.01% of the portfolio and ranks #1962 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in PFSI as recently as Q4 2025.

Physician Wealth Advisors first reported a position in PFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.24K in Q4 2025. 47 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Physician Wealth Advisors held 8 shares of PennyMac Financial worth $697 as of Q2 2026.
PennyMac Financial was a new Physician Wealth Advisors position in Q2 2026.
PennyMac Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1962 holding.
Physician Wealth Advisors first reported a position in PennyMac Financial in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's PennyMac Financial position peaked at $2.24K in Q4 2025.
47 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.