Bell Investment Advisors’s PennyMac Financial PFSI Stock Holding History

Bell Investment Advisors’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	$2.44K	Buy	28 +6	+27%	+$522	﹤0.01%	1271
2026 Q1	$1.92K	Sell	22 -6	-21%	-$645	﹤0.01%	1349
2025 Q4	$3.69K	Hold	28	–	–	﹤0.01%	1106
2025 Q3	$3.47K	Hold	28	–	–	﹤0.01%	1095
2025 Q2	$2.79K	Buy	28 +6	+27%	+$581	﹤0.01%	1225
2025 Q1	$2.2K	Hold	22	–	–	﹤0.01%	1274
2024 Q4	$2.25K	Hold	22	–	–	﹤0.01%	1287
2024 Q3	$2.51K	Hold	22	–	–	﹤0.01%	1255
2024 Q2	$2.08K	Hold	22	–	–	﹤0.01%	1333
2024 Q1	$2K	Hold	22	–	–	﹤0.01%	1363
2023 Q4	$1.95K	Hold	22	–	–	﹤0.01%	1340
2023 Q3	$1.47K	Hold	22	–	–	﹤0.01%	1422
2023 Q2	$1.55K	Hold	22	–	–	﹤0.01%	1423
2023 Q1	$1.31K	Sell	22 -19	-46%	-$1.18K	﹤0.01%	1454
2022 Q4	$2.32K	Buy	41 +19	+86%	+$1.01K	﹤0.01%	1208
2022 Q3	$1K	Buy	22 +11	+100%	+$575	﹤0.01%	1523
2022 Q2	$0	Buy	+11	New	+$520	﹤0.01%	1807
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	1555
2021 Q3	$0	Buy	+8	New	+$508	﹤0.01%	1803

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

Bell Investment Advisors's PFSI Position: Q2 2026 in Review

Bell Investment Advisors increased its PennyMac Financial (PFSI) stake by 27% in Q2 2026, buying an estimated $522 and bringing the position to 28 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Bell Investment Advisors first reported a position in PFSI in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.69K in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Bell Investment Advisors held 28 shares of PennyMac Financial worth $2.44K as of Q2 2026.
Bell Investment Advisors bought 6 PennyMac Financial shares in Q2 2026, an estimated $522.
PennyMac Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1271 holding.
Bell Investment Advisors first reported a position in PennyMac Financial in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's PennyMac Financial position peaked at $3.69K in Q4 2025.
230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.