Azora Capital LP’s PennyMac Financial PFSI Stock Holding History

Azora Capital LP’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 Q2	–	Sell	-109,878	Closed	-$9.6M	–	60
2026 Q1	$9.6M	Buy	+109,878	New	+$11.8M	0.63%	35

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Azora Capital LP's PFSI Position: Q2 2026 in Review

Azora Capital LP sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 109,878 shares — an estimated $9.6M sold.

Azora Capital LP first reported a position in PFSI in Q1 2026 and held it in 1 quarter. The position peaked at $9.6M in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Azora Capital LP reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
Azora Capital LP sold 109,878 PennyMac Financial shares in Q2 2026, an estimated $9.6M.
Azora Capital LP first reported a position in PennyMac Financial in Q1 2026 and held it in 1 quarter.
Azora Capital LP's PennyMac Financial position peaked at $9.6M in Q1 2026.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.