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 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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group's PFSI Position: Q1 2026 in Review

Bessemer Group held its PennyMac Financial (PFSI) position steady in Q1 2026 at 95 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Bessemer Group first reported a position in PFSI in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.79M in Q4 2019. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Bessemer Group held 95 shares of PennyMac Financial worth $9K as of Q1 2026.
Bessemer Group left its PennyMac Financial share count unchanged in Q1 2026.
PennyMac Financial made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2145 holding.
Bessemer Group first reported a position in PennyMac Financial in Q4 2016 and has held it in 15 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 Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.