VWA
PFSI icon

Valued Wealth Advisors’s PennyMac Financial PFSI Stock Holding History

Valued 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 		$1.48K Sell
17
-10
-37% -$870 ﹤0.01% 726
2026
Q1 		$2.36K Buy
+27
New +$2.9K ﹤0.01% 536

Other funds holding PFSI

YIH
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Valued Wealth Advisors's PFSI Position: Q2 2026 in Review

Valued Wealth Advisors reduced its PennyMac Financial (PFSI) stake by 37% in Q2 2026, selling an estimated $870 and leaving 17 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Valued Wealth Advisors first reported a position in PFSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.36K in Q1 2026. 29 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Valued Wealth Advisors held 17 shares of PennyMac Financial worth $1.48K as of Q2 2026.
  • Valued Wealth Advisors sold 10 PennyMac Financial shares in Q2 2026, an estimated $870.
  • PennyMac Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #726 holding.
  • Valued Wealth Advisors first reported a position in PennyMac Financial in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's PennyMac Financial position peaked at $2.36K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.