WFA
PFSI icon

Wipfli Financial Advisors’s PennyMac Financial PFSI Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$44K Buy
+1,035
New +$54.1K ﹤0.01% 1150

Other funds holding PFSI

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's PFSI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PennyMac Financial (PFSI) in Q3 2022: 1,035 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings.

169 funds tracked by Wall St. Rank hold PFSI as of Q3 2022.

  • Wipfli Financial Advisors held 1,035 shares of PennyMac Financial worth $44K as of Q3 2022.
  • PennyMac Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • PennyMac Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1150 holding.
  • 169 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.