SWP
PFSI icon

Strategic Wealth Partners’s PennyMac Financial PFSI Stock Holding History

Strategic Wealth 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
Q1 		$4.63K Hold
53
– – ﹤0.01% 1046
2025
Q4 		$6.99K Hold
53
– – ﹤0.01% 980
2025
Q3 		$6.57K Hold
53
– – ﹤0.01% 989
2025
Q2 		$5.28K Buy
+53
New +$5.14K ﹤0.01% 891

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Strategic Wealth Partners's PFSI Position: Q1 2026 in Review

Strategic Wealth Partners held its PennyMac Financial (PFSI) position steady in Q1 2026 at 53 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Strategic Wealth Partners first reported a position in PFSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.99K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Strategic Wealth Partners held 53 shares of PennyMac Financial worth $4.63K as of Q1 2026.
  • Strategic Wealth Partners left its PennyMac Financial share count unchanged in Q1 2026.
  • PennyMac Financial made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1046 holding.
  • Strategic Wealth Partners first reported a position in PennyMac Financial in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's PennyMac Financial position peaked at $6.99K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.