Bessemer Group
PFSI icon

Bessemer Group’s PennyMac Financial PFSI Stock Holding History

Bessemer Group’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 		$7K Sell
75
-20
-21% -$1.74K ﹤0.01% 2221
2026
Q1 		$9K Hold
95
– – ﹤0.01% 2145
2025
Q4 		$12K Hold
95
– – ﹤0.01% 2058
2025
Q3 		$12K Buy
95
+55
+138% +$5.95K ﹤0.01% 1893
2025
Q2 		$4K Buy
+40
New +$3.88K ﹤0.01% 2082
2020
Q2 		– Sell
-47,989
Closed -$1.06M – 1768
2020
Q1 		$1.06M Sell
47,989
-4,588
-9% -$148K ﹤0.01% 593
2019
Q4 		$1.79M Buy
52,577
+11,250
+27% +$365K 0.01% 595
2019
Q3 		$1.25M Buy
41,327
+28,218
+215% +$761K ﹤0.01% 642
2019
Q2 		$291K Buy
13,109
+3,299
+34% +$73.4K ﹤0.01% 996
2019
Q1 		$218K Buy
9,810
+4,310
+78% +$94.5K ﹤0.01% 977
2018
Q4 		$117K Buy
+5,500
New +$113K ﹤0.01% 1122
2018
Q3 		– Sell
-3,000
Closed -$59K – 1866
2018
Q2 		$59K Sell
3,000
-24,000
-89% -$500K ﹤0.01% 1215
2018
Q1 		$612K Buy
27,000
+600
+2% +$14K ﹤0.01% 716
2017
Q4 		$590K Buy
+26,400
New +$520K ﹤0.01% 764
2017
Q2 		– Sell
-9,700
Closed -$165K – 1896
2017
Q1 		$165K Hold
9,700
– – ﹤0.01% 1132
2016
Q4 		$162K Buy
+9,700
New +$165K ﹤0.01% 1128

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

Bessemer Group's PFSI Position: Q2 2026 in Review

Bessemer Group reduced its PennyMac Financial (PFSI) stake by 21% in Q2 2026, selling an estimated $1.74K and leaving 75 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Bessemer Group first reported a position in PFSI in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.79M in Q4 2019. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Bessemer Group held 75 shares of PennyMac Financial worth $7K as of Q2 2026.
  • Bessemer Group sold 20 PennyMac Financial shares in Q2 2026, an estimated $1.74K.
  • PennyMac Financial made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2221 holding.
  • Bessemer Group first reported a position in PennyMac Financial in Q4 2016 and has held it in 16 quarters since.
  • Bessemer Group's PennyMac Financial position peaked at $1.79M in Q4 2019.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.