Back to PFSI
Private Wealth Management Group, LLC → PFSI
Private Wealth Management Group, LLC PFSI Position History
PennyMac Financial Services, Inc. • Financial Services
Quarters held
4
Latest value
$494
Q3 2026
Peak value
$1K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1K |
| Q1 2026 | $700 |
| Q2 2026 | $697 |
| Q3 2026 | $494 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $494 | 8 | — | — |
| Q2 2026 | $697 | 8 | — | — |
| Q1 2026 | $700 | 8 | — | — |
| Q4 2025 | $1K | 8 | — | — |
Other funds holding PFSI
$208.5M
$94.8M
$93.6M
$86.7M
$80.3M
$80.3M
$74.9M
$69.4M