Capula Management
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
Q2 		– Sell
-6,602
Closed -$577K – 1038
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 $4.83B 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
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
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Rubric Capital Management (New York)
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capula Management's PFSI Position: Q2 2026 in Review

Capula Management sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 6,602 shares — an estimated $577K sold.

Capula Management first reported a position in PFSI in Q4 2022 and held it in 3 quarters. The position peaked at $1.06M in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Capula Management reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
  • Capula Management sold 6,602 PennyMac Financial shares in Q2 2026, an estimated $577K.
  • Capula Management first reported a position in PennyMac Financial in Q4 2022 and held it in 3 quarters.
  • Capula Management's PennyMac Financial position peaked at $1.06M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Capula Management's 13F filing for Q2 2026, filed 14 Aug 2026.