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

Wealth Enhancement Trust 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 Q2	$261	Buy	+3	New	+$261	﹤0.01%	1328

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Enhancement Trust Services's PFSI Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in PennyMac Financial (PFSI) in Q2 2026: 3 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings.

123 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Wealth Enhancement Trust Services held 3 shares of PennyMac Financial worth $261 as of Q2 2026.
PennyMac Financial was a new Wealth Enhancement Trust Services position in Q2 2026.
PennyMac Financial made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1328 holding.
123 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.