PWMG
PFSI icon

Private Wealth Management Group’s PennyMac Financial PFSI Stock Holding History

Private Wealth Management Group’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 		$700 Hold
8
– – ﹤0.01% 1317
2025
Q4 		$1.05K Hold
8
– – ﹤0.01% 1256
2025
Q3 		$992 Hold
8
– – ﹤0.01% 1286
2025
Q2 		$798 Hold
8
– – ﹤0.01% 1328
2025
Q1 		$801 Sell
8
-17
-68% -$1.74K ﹤0.01% 1318
2024
Q4 		$2.55K Buy
25
+17
+213% +$1.78K ﹤0.01% 999
2024
Q3 		$912 Hold
8
– – ﹤0.01% 1308
2024
Q2 		$757 Hold
8
– – ﹤0.01% 1350
2024
Q1 		$729 Hold
8
– – ﹤0.01% 1367
2023
Q4 		$707 Buy
+8
New +$601 ﹤0.01% 1379

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