Raffa Wealth Management’s PennyMac Financial PFSI Stock Holding History

Raffa Wealth Management’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	$87	Hold	1	–	–	﹤0.01%	1417
2026 Q1	$87	Buy	+1	New	+$108	﹤0.01%	1310

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raffa Wealth Management's PFSI Position: Q2 2026 in Review

Raffa Wealth Management held its PennyMac Financial (PFSI) position steady in Q2 2026 at 1 share worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Raffa Wealth Management first reported a position in PFSI in Q1 2026 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Raffa Wealth Management held 1 share of PennyMac Financial worth $87 as of Q2 2026.
Raffa Wealth Management left its PennyMac Financial share count unchanged in Q2 2026.
PennyMac Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1417 holding.
Raffa Wealth Management first reported a position in PennyMac Financial in Q1 2026 and has held it in 2 quarters since.
212 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

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