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Twin Peaks Wealth Advisors’s PennyMac Financial PFSI Stock Holding History

Twin Peaks Wealth 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 		$437 Buy
+5
New +$538 ﹤0.01% 2049
2025
Q3 		– Sell
-1
Closed -$103 – 1545
2025
Q2 		$103 Buy
+1
New +$97 ﹤0.01% 2107

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

Twin Peaks Wealth Advisors's PFSI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in PennyMac Financial (PFSI) in Q1 2026: 5 shares worth $437. The stake represents ﹤0.01% of the portfolio and ranks #2049 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PFSI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PFSI in Q2 2025 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 5 shares of PennyMac Financial worth $437 as of Q1 2026.
  • PennyMac Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • PennyMac Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2049 holding.
  • Twin Peaks Wealth Advisors first reported a position in PennyMac Financial in Q2 2025 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.