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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
2025
Q4 		$44.7K Buy
+338
New +$43.1K ﹤0.01% 1122

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SageView Advisory Group's PFSI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in PennyMac Financial (PFSI) in Q4 2025: 338 shares worth $44.7K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings.

263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • SageView Advisory Group held 338 shares of PennyMac Financial worth $44.7K as of Q4 2025.
  • PennyMac Financial was a new SageView Advisory Group position in Q4 2025.
  • PennyMac Financial made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1122 holding.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.