BGAI
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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
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 $4.77B AUM 72.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bruce G. Allen Investments's PFSI Position: Q1 2026 in Review

Bruce G. Allen Investments increased its PennyMac Financial (PFSI) stake by 13% in Q1 2026, buying an estimated $108 and bringing the position to 9 shares worth $787. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Bruce G. Allen Investments first reported a position in PFSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.24K in Q3 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Bruce G. Allen Investments held 9 shares of PennyMac Financial worth $787 as of Q1 2026.
  • Bruce G. Allen Investments bought 1 PennyMac Financial share in Q1 2026, an estimated $108.
  • PennyMac Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #878 holding.
  • Bruce G. Allen Investments first reported a position in PennyMac Financial in Q3 2024 and has held it in 7 quarters since.
  • Bruce G. Allen Investments's PennyMac Financial position peaked at $1.24K in Q3 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.