CMBA
PFSI icon

C.M. Bidwell & Associates’s PennyMac Financial PFSI Stock Holding History

C.M. Bidwell & Associates’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
2025
Q1 		– Sell
-36
Closed -$3.68K – 508
2024
Q4 		$3.68K Hold
36
– – ﹤0.01% 378
2024
Q3 		$4.1K Buy
+36
New +$3.69K ﹤0.01% 369
2021
Q2 		– Sell
-1,035
Closed -$69K – 607
2021
Q1 		$69K Sell
1,035
-4,145
-80% -$257K 0.05% 271
2020
Q4 		$340K Sell
5,180
-1,375
-21% -$81.8K 0.28% 52
2020
Q3 		$381K Sell
6,555
-1,087
-14% -$53.9K 0.35% 40
2020
Q2 		$319K Buy
7,642
+1,762
+30% +$55.8K 0.29% 68
2020
Q1 		$130K Buy
5,880
+900
+18% +$29K 0.14% 141
2019
Q4 		$170K Sell
4,980
-345
-6% -$11.2K 0.15% 126
2019
Q3 		$162K Buy
+5,325
New +$144K 0.16% 147

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

C.M. Bidwell & Associates's PFSI Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of PennyMac Financial (PFSI) in Q1 2025, closing a stake of 36 shares — an estimated $3.68K sold.

C.M. Bidwell & Associates first reported a position in PFSI in Q3 2019 and held it in 9 quarters. The position peaked at $381K in Q3 2020. 202 funds tracked by Wall St. Rank hold PFSI as of Q1 2025.

  • C.M. Bidwell & Associates reported no remaining PennyMac Financial position as of Q1 2025 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 36 PennyMac Financial shares in Q1 2025, an estimated $3.68K.
  • C.M. Bidwell & Associates first reported a position in PennyMac Financial in Q3 2019 and held it in 9 quarters.
  • C.M. Bidwell & Associates's PennyMac Financial position peaked at $381K in Q3 2020.
  • 202 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.