RFP
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Root Financial Partners’s PennyMac Financial PFSI Stock Holding History

Root Financial Partners’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 		– Sell
-171
Closed -$14.9K – 2391
2026
Q1 		$14.9K Sell
171
-58
-25% -$6.24K ﹤0.01% 1485
2025
Q4 		$30.2K Buy
229
+35
+18% +$4.46K ﹤0.01% 948
2025
Q3 		$24K Buy
+194
New +$21K ﹤0.01% 1024

Other funds holding PFSI

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Root Financial Partners's PFSI Position: Q2 2026 in Review

Root Financial Partners sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 171 shares — an estimated $14.9K sold.

Root Financial Partners first reported a position in PFSI in Q3 2025 and held it in 3 quarters. The position peaked at $30.2K in Q4 2025. 36 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Root Financial Partners reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 171 PennyMac Financial shares in Q2 2026, an estimated $14.9K.
  • Root Financial Partners first reported a position in PennyMac Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's PennyMac Financial position peaked at $30.2K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.