Wealth Enhancement Advisory Services’s PennyMac Financial PFSI Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$383K	Buy	+6,252	New	+$473K	﹤0.01%	3096

Other funds holding PFSI

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFSI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in PennyMac Financial (PFSI) in Q3 2026: 6,252 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #3096 among its holdings.

19 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

Wealth Enhancement Advisory Services held 6,252 shares of PennyMac Financial worth $383K as of Q3 2026.
PennyMac Financial was a new Wealth Enhancement Advisory Services position in Q3 2026.
PennyMac Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3096 holding.
19 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.