SageView Advisory Group’s PennyMac Financial PFSI Stock Holding History

SageView Advisory Group’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	–	Sell	-338	Closed	-$44.7K	–	1902
2025 Q4	$44.7K	Buy	+338	New	+$43.1K	﹤0.01%	1122

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's PFSI Position: Q1 2026 in Review

SageView Advisory Group sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 338 shares — an estimated $44.7K sold.

SageView Advisory Group first reported a position in PFSI in Q4 2025 and held it in 1 quarter. The position peaked at $44.7K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

SageView Advisory Group reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 338 PennyMac Financial shares in Q1 2026, an estimated $44.7K.
SageView Advisory Group first reported a position in PennyMac Financial in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's PennyMac Financial position peaked at $44.7K in Q4 2025.
234 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.