Root Financial Partners
PFSI icon

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
Q3 		$2.84K Buy
+46
New +$3.48K ﹤0.01% 2475
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Root Financial Partners's PFSI Position: Q3 2026 in Review

Root Financial Partners opened a new position in PennyMac Financial (PFSI) in Q3 2026: 46 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #2475 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PFSI as recently as Q1 2026.

Root Financial Partners first reported a position in PFSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.2K in Q4 2025. 157 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Root Financial Partners held 46 shares of PennyMac Financial worth $2.84K as of Q3 2026.
  • PennyMac Financial was a new Root Financial Partners position in Q3 2026.
  • PennyMac Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2475 holding.
  • Root Financial Partners first reported a position in PennyMac Financial in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's PennyMac Financial position peaked at $30.2K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.