True Wealth Design’s PennyMac Financial PFSI Stock Holding History

True Wealth Design’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	$3.66K	Buy	+42	New	+$3.65K	﹤0.01%	1453
2026 Q1	–	Sell	-12	Closed	-$1.52K	–	2801
2025 Q4	$1.52K	Sell	12 -1	-8%	-$127	﹤0.01%	1557
2025 Q3	$1.55K	Buy	13 +7	+117%	+$757	﹤0.01%	1572
2025 Q2	$598	Sell	6 -2	-25%	-$194	﹤0.01%	1673
2025 Q1	$801	Buy	+8	New	+$820	﹤0.01%	1349

Other funds holding PFSI

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return