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Atom Investors’s PennyMac Financial PFSI Stock Holding History

Atom Investors’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
2025
Q4 		– Sell
-51,821
Closed -$6.42M – 758
2025
Q3 		$6.42M Buy
+51,821
New +$5.61M 0.49% 47
2020
Q4 		– Sell
-15,128
Closed -$879K – 521
2020
Q3 		$879K Sell
15,128
-36,150
-70% -$1.79M 0.08% 206
2020
Q2 		$2.14M Buy
+51,278
New +$1.62M 0.14% 129

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atom Investors's PFSI Position: Q4 2025 in Review

Atom Investors sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 51,821 shares — an estimated $6.42M sold.

Atom Investors first reported a position in PFSI in Q2 2020 and held it in 3 quarters. The position peaked at $6.42M in Q3 2025. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • Atom Investors reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • Atom Investors sold 51,821 PennyMac Financial shares in Q4 2025, an estimated $6.42M.
  • Atom Investors first reported a position in PennyMac Financial in Q2 2020 and held it in 3 quarters.
  • Atom Investors's PennyMac Financial position peaked at $6.42M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.