Barclays
PFSI icon

Barclays’s PennyMac Financial PFSI Stock Holding History

Barclays’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
2023
Q2 		– Sell
-182,900
Closed -$10.9M – 4958
2023
Q1 		$10.9M Buy
+182,900
New +$11.3M 0.01% 1121
2019
Q2 		– Sell
-1,200
Closed -$27K – 7176
2019
Q1 		$27K Buy
+1,200
New +$26.3K ﹤0.01% 6231

Other funds holding PFSI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays's PFSI Position: Q3 2026 in Review

Barclays reduced its PennyMac Financial (PFSI) stake by 52% in Q3 2026, selling an estimated $1.04M and leaving 12,786 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Barclays first reported a position in PFSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.69M in Q4 2025. 79 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Barclays held 12,786 shares of PennyMac Financial worth $789K as of Q3 2026.
  • Barclays sold 13,716 PennyMac Financial shares in Q3 2026, an estimated $1.04M.
  • PennyMac Financial made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #3206 holding.
  • Barclays first reported a position in PennyMac Financial in Q2 2013 and has held it in 52 quarters since.
  • Barclays's PennyMac Financial position peaked at $8.69M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.