Cerity Partners
PFSI icon

Cerity Partners’s PennyMac Financial PFSI Stock Holding History

Cerity Partners’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 		$488K Buy
+5,599
New +$487K ﹤0.01% 2451
2026
Q1 		– Sell
-2,399
Closed -$316K – 3365
2025
Q4 		$316K Buy
2,399
+164
+7% +$20.9K ﹤0.01% 2379
2025
Q3 		$277K Buy
+2,235
New +$242K ﹤0.01% 2335

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's PFSI Position: Q2 2026 in Review

Cerity Partners opened a new position in PennyMac Financial (PFSI) in Q2 2026: 5,599 shares worth $488K. The stake represents ﹤0.01% of the portfolio and ranks #2451 among its holdings. This is a return to the name: Cerity Partners previously reported a position in PFSI as recently as Q4 2025.

Cerity Partners first reported a position in PFSI in Q3 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Cerity Partners held 5,599 shares of PennyMac Financial worth $488K as of Q2 2026.
  • PennyMac Financial was a new Cerity Partners position in Q2 2026.
  • PennyMac Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2451 holding.
  • Cerity Partners first reported a position in PennyMac Financial in Q3 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.