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Planning Strategies Inc. → PFSI
Planning Strategies Inc. PFSI Position History
PennyMac Financial Services, Inc. • Financial Services
Quarters held
1
Latest value
$370
Q3 2026
Peak value
$370
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $370 | 6 | — | — |
Other funds holding PFSI
$208.5M
$94.8M
$93.6M
$86.7M
$80.3M
$80.3M
$74.9M
$69.4M
Other Planning Strategies Inc. positions
VGES
$29.2MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$26.3MVANGUARD RUSSELL 1000 GROWTH ETF
BEN
$17.9MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
BEN
$16MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
ETHA
$15.6MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$15.5MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$10.3MISHARES MSCI INTL QUALITY FACTOR ETF
ETHA
$10.1MISHARES MSCI INTL QUALITY FACTOR ETF