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Vermillion Wealth Management’s PennyMac Financial PFSI Stock Holding History

Vermillion Wealth Management’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
-1
Closed -$87 – 2197
2026
Q1 		$87 Buy
+1
New +$108 ﹤0.01% 1458

Other funds holding PFSI

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T. Rowe Price Investment Management
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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

Vermillion Wealth Management's PFSI Position: Q2 2026 in Review

Vermillion Wealth Management sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 1 share — an estimated $87 sold.

Vermillion Wealth Management first reported a position in PFSI in Q1 2026 and held it in 1 quarter. The position peaked at $87 in Q1 2026. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Vermillion Wealth Management reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 1 PennyMac Financial share in Q2 2026, an estimated $87.
  • Vermillion Wealth Management first reported a position in PennyMac Financial in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's PennyMac Financial position peaked at $87 in Q1 2026.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.