CM
PFSI icon

Capula Management’s PennyMac Financial PFSI Stock Holding History

Capula Management’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 		$577K Sell
6,602
-1,474
-18% -$159K ﹤0.01% 479
2025
Q4 		$1.06M Buy
+8,076
New +$1.03M 0.01% 283
2023
Q1 		– Sell
-16,760
Closed -$950K – 880
2022
Q4 		$950K Buy
+16,760
New +$888K 0.01% 443

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

Capula Management's PFSI Position: Q1 2026 in Review

Capula Management reduced its PennyMac Financial (PFSI) stake by 18% in Q1 2026, selling an estimated $159K and leaving 6,602 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Capula Management first reported a position in PFSI in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Capula Management held 6,602 shares of PennyMac Financial worth $577K as of Q1 2026.
  • Capula Management sold 1,474 PennyMac Financial shares in Q1 2026, an estimated $159K.
  • PennyMac Financial made up ﹤0.01% of Capula Management's portfolio in Q1 2026, its #479 holding.
  • Capula Management first reported a position in PennyMac Financial in Q4 2022 and has held it in 3 quarters since.
  • Capula Management's PennyMac Financial position peaked at $1.06M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.