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Wealthspire Advisors (New York)’s PennyMac Financial PFSI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-17
Closed -$2.11K – 2354
2025
Q3 		$2.11K Buy
+17
New +$1.84K ﹤0.01% 2599

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s PFSI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 17 shares — an estimated $2.11K sold.

Wealthspire Advisors (New York) first reported a position in PFSI in Q3 2025 and held it in 1 quarter. The position peaked at $2.11K in Q3 2025. 264 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 17 PennyMac Financial shares in Q4 2025, an estimated $2.11K.
  • Wealthspire Advisors (New York) first reported a position in PennyMac Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PennyMac Financial position peaked at $2.11K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.