Cambridge Investment Research Advisors
PFSI icon

Cambridge Investment Research Advisors’s PennyMac Financial PFSI Stock Holding History

Cambridge Investment Research Advisors’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
2024
Q4 		– Sell
-3,359
Closed -$383K – 3569
2024
Q3 		$383K Hold
3,359
– – ﹤0.01% 2634
2024
Q2 		$318K Buy
+3,359
New +$304K ﹤0.01% 2659

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors's PFSI Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of PennyMac Financial (PFSI) in Q4 2024, closing a stake of 3,359 shares — an estimated $383K sold.

Cambridge Investment Research Advisors first reported a position in PFSI in Q2 2024 and held it in 2 quarters. The position peaked at $383K in Q3 2024. 206 funds tracked by Wall St. Rank hold PFSI as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining PennyMac Financial position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,359 PennyMac Financial shares in Q4 2024, an estimated $383K.
  • Cambridge Investment Research Advisors first reported a position in PennyMac Financial in Q2 2024 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's PennyMac Financial position peaked at $383K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.