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Bruce G. Allen Investments’s PennyMac Financial PFSI Stock Holding History

Bruce G. Allen Investments’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 		– Sell
-9
Closed -$787 – 1091
2026
Q1 		$787 Buy
9
+1
+13% +$108 ﹤0.01% 878
2025
Q4 		$1.05K Sell
8
-2
-20% -$255 ﹤0.01% 821
2025
Q3 		$1.24K Hold
10
– – ﹤0.01% 785
2025
Q2 		$996 Sell
10
-1
-9% -$97 ﹤0.01% 822
2025
Q1 		$1.1K Hold
11
– – ﹤0.01% 789
2024
Q4 		$1.12K Buy
11
+4
+57% +$418 ﹤0.01% 803
2024
Q3 		$798 Buy
+7
New +$717 ﹤0.01% 871

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
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Rubric Capital Management (New York)
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 $3.38T AUM 44.17% 1-Year Est. Return

Bruce G. Allen Investments's PFSI Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 9 shares — an estimated $787 sold.

Bruce G. Allen Investments first reported a position in PFSI in Q3 2024 and held it in 7 quarters. The position peaked at $1.24K in Q3 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 9 PennyMac Financial shares in Q2 2026, an estimated $787.
  • Bruce G. Allen Investments first reported a position in PennyMac Financial in Q3 2024 and held it in 7 quarters.
  • Bruce G. Allen Investments's PennyMac Financial position peaked at $1.24K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.