AB
PFSI icon

Amalgamated Bank’s PennyMac Financial PFSI Stock Holding History

Amalgamated Bank’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
-919
Closed -$121K – 2496
2025
Q4 		$121K Sell
919
-7
-0.8% -$892 ﹤0.01% 1671
2025
Q3 		$115K Hold
926
– – ﹤0.01% 1679
2025
Q2 		$92K Hold
926
– – ﹤0.01% 1712
2025
Q1 		$93K Buy
926
+30
+3% +$3.08K ﹤0.01% 1688
2024
Q4 		$92K Hold
896
– – ﹤0.01% 1720
2024
Q3 		$102K Hold
896
– – ﹤0.01% 1711
2024
Q2 		$85K Buy
896
+41
+5% +$3.71K ﹤0.01% 1748
2024
Q1 		$78K Sell
855
-1,515
-64% -$132K ﹤0.01% 1772
2023
Q4 		$209K Sell
2,370
-273
-10% -$20.5K ﹤0.01% 1783
2023
Q3 		$176K Hold
2,643
– – ﹤0.01% 1832
2023
Q2 		$186K Sell
2,643
-326
-11% -$20.6K ﹤0.01% 1844
2023
Q1 		$177K Sell
2,969
-759
-20% -$47K ﹤0.01% 1852
2022
Q4 		$211K Hold
3,728
– – ﹤0.01% 1845
2022
Q3 		$160K Sell
3,728
-93
-2% -$4.86K ﹤0.01% 1937
2022
Q2 		$167K Buy
3,821
+51
+1% +$2.41K ﹤0.01% 1952
2022
Q1 		$201K Sell
3,770
-367
-9% -$22.2K ﹤0.01% 1937
2021
Q4 		$289K Sell
4,137
-186
-4% -$12.3K ﹤0.01% 1843
2021
Q3 		$264K Sell
4,323
-638
-13% -$40.5K ﹤0.01% 1890
2021
Q2 		$306K Buy
4,961
+1,297
+35% +$78.8K ﹤0.01% 1874
2021
Q1 		$245K Sell
3,664
-366
-9% -$22.7K 0.01% 1370
2020
Q4 		$264K Buy
4,030
+10
+0.2% +$595 0.01% 1295
2020
Q3 		$234K Buy
+4,020
New +$199K 0.01% 1245

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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's PFSI Position: Q1 2026 in Review

Amalgamated Bank sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 919 shares — an estimated $121K sold.

Amalgamated Bank first reported a position in PFSI in Q3 2020 and held it in 22 quarters. The position peaked at $306K in Q2 2021. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Amalgamated Bank reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 919 PennyMac Financial shares in Q1 2026, an estimated $121K.
  • Amalgamated Bank first reported a position in PennyMac Financial in Q3 2020 and held it in 22 quarters.
  • Amalgamated Bank's PennyMac Financial position peaked at $306K in Q2 2021.
  • 233 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.