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 Q2	$697	Hold	8	–	–	﹤0.01%	1365
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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's PFSI Position: Q2 2026 in Review

Private Wealth Management Group held its PennyMac Financial (PFSI) position steady in Q2 2026 at 8 shares worth $697. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Private Wealth Management Group first reported a position in PFSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.55K in Q4 2024. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Private Wealth Management Group held 8 shares of PennyMac Financial worth $697 as of Q2 2026.
Private Wealth Management Group left its PennyMac Financial share count unchanged in Q2 2026.
PennyMac Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1365 holding.
Private Wealth Management Group first reported a position in PennyMac Financial in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's PennyMac Financial position peaked at $2.55K in Q4 2024.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.