Rise Advisors’s PennyMac Financial PFSI Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-5	Closed	-$619	–	1066
2025 Q3	$619	Hold	5	–	–	﹤0.01%	1360
2025 Q2	$498	Buy	+5	New	+$485	﹤0.01%	1420

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rise Advisors's PFSI Position: Q4 2025 in Review

Rise Advisors sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 5 shares — an estimated $619 sold.

Rise Advisors first reported a position in PFSI in Q2 2025 and held it in 2 quarters. The position peaked at $619 in Q3 2025. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

Rise Advisors reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 5 PennyMac Financial shares in Q4 2025, an estimated $619.
Rise Advisors first reported a position in PennyMac Financial in Q2 2025 and held it in 2 quarters.
Rise Advisors's PennyMac Financial position peaked at $619 in Q3 2025.
263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.