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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
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 $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rialto Wealth Management's PFSI Position: Q1 2026 in Review

Rialto Wealth Management reduced its PennyMac Financial (PFSI) stake by 25% in Q1 2026, selling an estimated $323 and leaving 9 shares worth $787. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Rialto Wealth Management first reported a position in PFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.58K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Rialto Wealth Management held 9 shares of PennyMac Financial worth $787 as of Q1 2026.
  • Rialto Wealth Management sold 3 PennyMac Financial shares in Q1 2026, an estimated $323.
  • PennyMac Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1200 holding.
  • Rialto Wealth Management first reported a position in PennyMac Financial in Q2 2025 and has held it in 4 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 Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.