Sequoia Financial Advisors
PFSI icon

Sequoia Financial Advisors’s PennyMac Financial PFSI Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-1,688
Closed -$223K – 2031
2025
Q4 		$223K Buy
+1,688
New +$215K ﹤0.01% 1746

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BlackRock
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Dimensional Fund Advisors
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Vanguard Portfolio Management
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Vanguard Capital Management
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Citadel Advisors
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State Street
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Sequoia Financial Advisors's PFSI Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,688 shares — an estimated $223K sold.

Sequoia Financial Advisors first reported a position in PFSI in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 234 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,688 PennyMac Financial shares in Q1 2026, an estimated $223K.
  • Sequoia Financial Advisors first reported a position in PennyMac Financial in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's PennyMac Financial position peaked at $223K in Q4 2025.
  • 234 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.