1SP
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140 Summer Partners’s PennyMac Financial PFSI Stock Holding History

140 Summer Partners’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
2026
Q1 		– Sell
-669,892
Closed -$88.3M – 31
2025
Q4 		$88.3M Buy
669,892
+223,752
+50% +$28.5M 6.53% 3
2025
Q3 		$55.3M Buy
+446,140
New +$48.3M 4.8% 12

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

140 Summer Partners's PFSI Position: Q1 2026 in Review

140 Summer Partners sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 669,892 shares — an estimated $88.3M sold.

140 Summer Partners first reported a position in PFSI in Q3 2025 and held it in 2 quarters. The position peaked at $88.3M in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • 140 Summer Partners reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • 140 Summer Partners sold 669,892 PennyMac Financial shares in Q1 2026, an estimated $88.3M.
  • 140 Summer Partners first reported a position in PennyMac Financial in Q3 2025 and held it in 2 quarters.
  • 140 Summer Partners's PennyMac Financial position peaked at $88.3M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on 140 Summer Partners's 13F filing for Q1 2026, filed 14 May 2026.