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Rialto Wealth Management’s PennyMac Financial PFSI Stock Holding History

Rialto 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 		$959 Buy
11
+2
+22% +$174 ﹤0.01% 1396
2026
Q1 		$787 Sell
9
-3
-25% -$323 ﹤0.01% 1200
2025
Q4 		$1.58K Buy
12
+1
+9% +$127 ﹤0.01% 834
2025
Q3 		$1.36K Buy
11
+2
+22% +$216 ﹤0.01% 807
2025
Q2 		$897 Buy
+9
New +$872 ﹤0.01% 899

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Rialto Wealth Management increased its PennyMac Financial (PFSI) stake by 22% in Q2 2026, buying an estimated $174 and bringing the position to 11 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Rialto Wealth Management first reported a position in PFSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.58K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Rialto Wealth Management held 11 shares of PennyMac Financial worth $959 as of Q2 2026.
  • Rialto Wealth Management bought 2 PennyMac Financial shares in Q2 2026, an estimated $174.
  • PennyMac Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1396 holding.
  • Rialto Wealth Management first reported a position in PennyMac Financial in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's PennyMac Financial position peaked at $1.58K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.