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Pennymac Financial Services shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Pennymac Financial Services (PFSI) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Pennymac Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Pennymac Financial Services held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pennymac Financial Services by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $384k 6.3k 61.34

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Top funds holding Pennymac Financial Services

MFN Partners Management
BlackRock
Dimensional Fund Advisors
Donald Smith & Co
Rubric Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
Invesco
Susquehanna International
Goldman Sachs Group
FMR
Geode Capital Management
American Century Companies
Symmetry Investments
Charles Schwab Investment Management

View all funds holding Pennymac Financial Services