PWPS
PFSI icon

Pinnacle Wealth Planning Services’s PennyMac Financial PFSI Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.18K Hold
105
– – ﹤0.01% 2034
2025
Q4 		$13.8K Buy
+105
New +$13.4K ﹤0.01% 1886
2021
Q1 		– Sell
-22
Closed -$1K – 1502
2020
Q4 		$1K Buy
+22
New +$1.31K ﹤0.01% 2155

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

Pinnacle Wealth Planning Services's PFSI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its PennyMac Financial (PFSI) position steady in Q1 2026 at 105 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Pinnacle Wealth Planning Services first reported a position in PFSI in Q4 2020 and has held it in 3 quarters since. The position peaked at $13.8K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 105 shares of PennyMac Financial worth $9.18K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its PennyMac Financial share count unchanged in Q1 2026.
  • PennyMac Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2034 holding.
  • Pinnacle Wealth Planning Services first reported a position in PennyMac Financial in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's PennyMac Financial position peaked at $13.8K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.