Physician Wealth Advisors
PFSI icon

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
Q3 		– Sell
-8
Closed -$697 – 2566
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Physician Wealth Advisors's PFSI Position: Q3 2026 in Review

Physician Wealth Advisors sold out of PennyMac Financial (PFSI) in Q3 2026, closing a stake of 8 shares — an estimated $697 sold.

Physician Wealth Advisors first reported a position in PFSI in Q2 2025 and held it in 4 quarters. The position peaked at $2.24K in Q4 2025. 70 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Physician Wealth Advisors reported no remaining PennyMac Financial position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 8 PennyMac Financial shares in Q3 2026, an estimated $697.
  • Physician Wealth Advisors first reported a position in PennyMac Financial in Q2 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's PennyMac Financial position peaked at $2.24K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.