Planning Strategies’s PennyMac Financial PFSI Stock Holding History

Planning Strategies’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	$370	Buy	+6	New	+$454	﹤0.01%	992

Other funds holding PFSI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

Planning Strategies's PFSI Position: Q3 2026 in Review

Planning Strategies opened a new position in PennyMac Financial (PFSI) in Q3 2026: 6 shares worth $370. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings.

10 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

Planning Strategies held 6 shares of PennyMac Financial worth $370 as of Q3 2026.
PennyMac Financial was a new Planning Strategies position in Q3 2026.
PennyMac Financial made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #992 holding.
10 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.