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 Q3	$2.72K	Buy	44 +2	+5%	+$151	﹤0.01%	1566
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

True Wealth Design's PFSI Position: Q3 2026 in Review

True Wealth Design increased its PennyMac Financial (PFSI) stake by 4.8% in Q3 2026, buying an estimated $151 and bringing the position to 44 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

True Wealth Design first reported a position in PFSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.66K in Q2 2026. 10 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

True Wealth Design held 44 shares of PennyMac Financial worth $2.72K as of Q3 2026.
True Wealth Design bought 2 PennyMac Financial shares in Q3 2026, an estimated $151.
PennyMac Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1566 holding.
True Wealth Design first reported a position in PennyMac Financial in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's PennyMac Financial position peaked at $3.66K in Q2 2026.
10 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.