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Provenance Wealth Advisors, LLC → PFSI
Provenance Wealth Advisors, LLC PFSI Position History
PennyMac Financial Services, Inc. • Financial Services
Quarters held
1
Latest value
$926
Q3 2026
Peak value
$926
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $926 | 15 | — | — |
Other funds holding PFSI
$208.5M
$94.8M
$93.6M
$86.7M
$80.3M
$80.3M
$74.9M
$69.4M