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Retirement Wealth Solutions’s PennyMac Financial PFSI Stock Holding History

Retirement Wealth Solutions’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 		$959 Buy
11
+8
+267% +$696 ﹤0.01% 658
2026
Q1 		$263 Sell
3
-6
-67% -$645 ﹤0.01% 767
2025
Q4 		$1.19K Buy
9
+2
+29% +$255 ﹤0.01% 549
2025
Q3 		$868 Buy
+7
New +$757 ﹤0.01% 588

Other funds holding PFSI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Retirement Wealth Solutions's PFSI Position: Q2 2026 in Review

Retirement Wealth Solutions increased its PennyMac Financial (PFSI) stake by 267% in Q2 2026, buying an estimated $696 and bringing the position to 11 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Retirement Wealth Solutions first reported a position in PFSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19K in Q4 2025. 13 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Retirement Wealth Solutions held 11 shares of PennyMac Financial worth $959 as of Q2 2026.
  • Retirement Wealth Solutions bought 8 PennyMac Financial shares in Q2 2026, an estimated $696.
  • PennyMac Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #658 holding.
  • Retirement Wealth Solutions first reported a position in PennyMac Financial in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's PennyMac Financial position peaked at $1.19K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.