Capstone Investment Advisors
PFSI icon

Capstone Investment Advisors’s PennyMac Financial PFSI Stock Holding History

Capstone Investment 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
2025
Q3 		– Sell
-2,700
Closed -$269K – 2024
2025
Q2 		$269K Buy
+2,700
New +$262K ﹤0.01% 1440

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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
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Goldman Sachs
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Capstone Investment Advisors's PFSI Position: Q3 2025 in Review

Capstone Investment Advisors sold out of PennyMac Financial (PFSI) in Q3 2025, closing a stake of 2,700 shares — an estimated $269K sold.

Capstone Investment Advisors first reported a position in PFSI in Q2 2025 and held it in 1 quarter. The position peaked at $269K in Q2 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q3 2025.

  • Capstone Investment Advisors reported no remaining PennyMac Financial position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,700 PennyMac Financial shares in Q3 2025, an estimated $269K.
  • Capstone Investment Advisors first reported a position in PennyMac Financial in Q2 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's PennyMac Financial position peaked at $269K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.