BFS
PFSI icon

Bare Financial Services’s PennyMac Financial PFSI Stock Holding History

Bare Financial Services’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 		$523 Sell
6
-28
-82% -$2.44K ﹤0.01% 1682
2026
Q1 		$2.97K Buy
34
+19
+127% +$2.04K ﹤0.01% 850
2025
Q4 		$1.98K Buy
15
+5
+50% +$637 ﹤0.01% 875
2025
Q3 		$1.24K Buy
10
+5
+100% +$541 ﹤0.01% 954
2025
Q2 		$498 Buy
+5
New +$485 ﹤0.01% 1129

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bare Financial Services's PFSI Position: Q2 2026 in Review

Bare Financial Services reduced its PennyMac Financial (PFSI) stake by 82% in Q2 2026, selling an estimated $2.44K and leaving 6 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Bare Financial Services first reported a position in PFSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.97K in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Bare Financial Services held 6 shares of PennyMac Financial worth $523 as of Q2 2026.
  • Bare Financial Services sold 28 PennyMac Financial shares in Q2 2026, an estimated $2.44K.
  • PennyMac Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1682 holding.
  • Bare Financial Services first reported a position in PennyMac Financial in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's PennyMac Financial position peaked at $2.97K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.