PWA
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Principia Wealth Advisory’s PennyMac Financial PFSI Stock Holding History

Principia Wealth Advisory’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 		– Sell
-1
Closed -$87 – 1091
2026
Q1 		$87 Buy
+1
New +$108 ﹤0.01% 1018

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

Principia Wealth Advisory's PFSI Position: Q2 2026 in Review

Principia Wealth Advisory sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 1 share — an estimated $87 sold.

Principia Wealth Advisory first reported a position in PFSI in Q1 2026 and held it in 1 quarter. The position peaked at $87 in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Principia Wealth Advisory reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 PennyMac Financial share in Q2 2026, an estimated $87.
  • Principia Wealth Advisory first reported a position in PennyMac Financial in Q1 2026 and held it in 1 quarter.
  • Principia Wealth Advisory's PennyMac Financial position peaked at $87 in Q1 2026.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.