CCIA
PFSI icon

Campbell & Co Investment Adviser’s PennyMac Financial PFSI Stock Holding History

Campbell & Co Investment Adviser’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 		– Sell
-1,561
Closed -$206K – 1342
2025
Q4 		$206K Buy
+1,561
New +$199K 0.01% 1053
2025
Q3 		– Sell
-47,057
Closed -$4.69M – 1327
2025
Q2 		$4.69M Buy
47,057
+44,687
+1,886% +$4.33M 0.3% 58
2025
Q1 		$237K Sell
2,370
-2,986
-56% -$306K 0.02% 903
2024
Q4 		$547K Buy
+5,356
New +$560K 0.04% 626
2024
Q3 		– Sell
-9,119
Closed -$863K – 1270
2024
Q2 		$863K Sell
9,119
-32,295
-78% -$2.92M 0.07% 428
2024
Q1 		$3.77M Buy
41,414
+16,661
+67% +$1.46M 0.33% 34
2023
Q4 		$2.19M Buy
24,753
+15,412
+165% +$1.16M 0.2% 112
2023
Q3 		$622K Buy
+9,341
New +$672K 0.07% 428
2021
Q2 		– Sell
-6,663
Closed -$446K – 672
2021
Q1 		$446K Sell
6,663
-1,300
-16% -$80.7K 0.27% 122
2020
Q4 		$523K Sell
7,963
-1,400
-15% -$83.3K 0.32% 85
2020
Q3 		$544K Buy
9,363
+1,968
+27% +$97.5K 0.41% 58
2020
Q2 		$309K Buy
+7,395
New +$234K 0.39% 97
2020
Q1 		– Sell
-12,508
Closed -$426K – 378
2019
Q4 		$426K Buy
+12,508
New +$406K 0.13% 289

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Campbell & Co Investment Adviser's PFSI Position: Q1 2026 in Review

Campbell & Co Investment Adviser sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 1,561 shares — an estimated $206K sold.

Campbell & Co Investment Adviser first reported a position in PFSI in Q4 2019 and held it in 13 quarters. The position peaked at $4.69M in Q2 2025. 233 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Campbell & Co Investment Adviser reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 1,561 PennyMac Financial shares in Q1 2026, an estimated $206K.
  • Campbell & Co Investment Adviser first reported a position in PennyMac Financial in Q4 2019 and held it in 13 quarters.
  • Campbell & Co Investment Adviser's PennyMac Financial position peaked at $4.69M in Q2 2025.
  • 233 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.