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 Q3	$3K	Sell	55 -20	-27%	-$1.51K	﹤0.01%	2362
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	–	1766
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	$1.26M	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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 London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bessemer Group's PFSI Position: Q3 2026 in Review

Bessemer Group reduced its PennyMac Financial (PFSI) stake by 27% in Q3 2026, selling an estimated $1.51K and leaving 55 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Bessemer Group first reported a position in PFSI in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.79M in Q4 2019. 84 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

Bessemer Group held 55 shares of PennyMac Financial worth $3K as of Q3 2026.
Bessemer Group sold 20 PennyMac Financial shares in Q3 2026, an estimated $1.51K.
PennyMac Financial made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #2362 holding.
Bessemer Group first reported a position in PennyMac Financial in Q4 2016 and has held it in 17 quarters since.
Bessemer Group's PennyMac Financial position peaked at $1.79M in Q4 2019.
84 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.