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
Q2 		$9.15K Hold
105
– – ﹤0.01% 2101
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 $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's PFSI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its PennyMac Financial (PFSI) position steady in Q2 2026 at 105 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Pinnacle Wealth Planning Services first reported a position in PFSI in Q4 2020 and has held it in 4 quarters since. The position peaked at $13.8K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 105 shares of PennyMac Financial worth $9.15K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its PennyMac Financial share count unchanged in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2101 holding.
  • Pinnacle Wealth Planning Services first reported a position in PennyMac Financial in Q4 2020 and has held it in 4 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 Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.