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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
Q2 		– Sell
-5
Closed -$437 – 1629
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 $4.83B 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
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 $3.37T AUM 44.26% 1-Year Est. Return

Twin Peaks Wealth Advisors's PFSI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 5 shares — an estimated $437 sold.

Twin Peaks Wealth Advisors first reported a position in PFSI in Q2 2025 and held it in 2 quarters. The position peaked at $437 in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 5 PennyMac Financial shares in Q2 2026, an estimated $437.
  • Twin Peaks Wealth Advisors first reported a position in PennyMac Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's PennyMac Financial position peaked at $437 in Q1 2026.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.