Steward Partners Investment Advisory
PFSI icon

Steward Partners Investment Advisory’s PennyMac Financial PFSI Stock Holding History

Steward Partners Investment Advisory’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 		$1.74K Hold
20
– – ﹤0.01% 4274
2026
Q1 		$1.75K Hold
20
– – ﹤0.01% 4091
2025
Q4 		$2.64K Hold
20
– – ﹤0.01% 3883
2025
Q3 		$2.48K Hold
20
– – ﹤0.01% 3865
2025
Q2 		$1.99K Hold
20
– – ﹤0.01% 3735
2025
Q1 		$2K Hold
20
– – ﹤0.01% 3645
2024
Q4 		$2.04K Hold
20
– – ﹤0.01% 3626
2024
Q3 		$2.28K Buy
+20
New +$2.05K ﹤0.01% 3415

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's PFSI Position: Q2 2026 in Review

Steward Partners Investment Advisory held its PennyMac Financial (PFSI) position steady in Q2 2026 at 20 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4274.

Steward Partners Investment Advisory first reported a position in PFSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.64K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Steward Partners Investment Advisory held 20 shares of PennyMac Financial worth $1.74K as of Q2 2026.
  • Steward Partners Investment Advisory left its PennyMac Financial share count unchanged in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4274 holding.
  • Steward Partners Investment Advisory first reported a position in PennyMac Financial in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's PennyMac Financial position peaked at $2.64K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.