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RAFFA WEALTH MANAGEMENT, LLC’s PennyMac Financial PFSI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$87 Hold
1
– – ﹤0.01% 1417
2026
Q1 		$87 Buy
+1
New +$108 ﹤0.01% 1310

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
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 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

RAFFA WEALTH MANAGEMENT, LLC's PFSI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its PennyMac Financial (PFSI) position steady in Q2 2026 at 1 share worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PFSI in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of PennyMac Financial worth $87 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its PennyMac Financial share count unchanged in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1417 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in PennyMac Financial in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.