Retirement Wealth Solutions
PFSI icon

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
Q3 		– Sell
-11
Closed -$959 – 924
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

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KBC Group
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Sterling Capital Management
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GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Retirement Wealth Solutions's PFSI Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of PennyMac Financial (PFSI) in Q3 2026, closing a stake of 11 shares — an estimated $959 sold.

Retirement Wealth Solutions first reported a position in PFSI in Q3 2025 and held it in 4 quarters. The position peaked at $1.19K in Q4 2025. 24 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Retirement Wealth Solutions reported no remaining PennyMac Financial position as of Q3 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 11 PennyMac Financial shares in Q3 2026, an estimated $959.
  • Retirement Wealth Solutions first reported a position in PennyMac Financial in Q3 2025 and held it in 4 quarters.
  • Retirement Wealth Solutions's PennyMac Financial position peaked at $1.19K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.