Wealth Enhancement Trust Services
PFSI icon

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
Q3 		– Sell
-3
Closed -$261 – 1313
2026
Q2 		$261 Buy
+3
New +$261 ﹤0.01% 1328

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

Wealth Enhancement Trust Services sold out of PennyMac Financial (PFSI) in Q3 2026, closing a stake of 3 shares — an estimated $261 sold.

Wealth Enhancement Trust Services first reported a position in PFSI in Q2 2026 and held it in 1 quarter. The position peaked at $261 in Q2 2026. 119 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining PennyMac Financial position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 3 PennyMac Financial shares in Q3 2026, an estimated $261.
  • Wealth Enhancement Trust Services first reported a position in PennyMac Financial in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's PennyMac Financial position peaked at $261 in Q2 2026.
  • 119 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.