CI Investments Inc
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CI Investments Inc’s PennyMac Financial PFSI Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-1,780
Closed -$221K – 1092
2025
Q3 		$221K Sell
1,780
-165
-8% -$17.9K ﹤0.01% 689
2025
Q2 		$194K Sell
1,945
-65
-3% -$6.3K ﹤0.01% 716
2025
Q1 		$201K Buy
2,010
+230
+13% +$23.6K ﹤0.01% 725
2024
Q4 		$182K Buy
1,780
+1,199
+206% +$125K ﹤0.01% 761
2024
Q3 		$66K Buy
581
+50
+9% +$5.12K ﹤0.01% 958
2024
Q2 		$50K Buy
531
+8
+2% +$724 ﹤0.01% 977
2024
Q1 		$48K Buy
523
+65
+14% +$5.68K ﹤0.01% 1024
2023
Q4 		$40K Buy
+458
New +$34.4K ﹤0.01% 1018
2021
Q4 		– Sell
-1,658
Closed -$101K – 1402
2021
Q3 		$101K Sell
1,658
-3
-0.2% -$190 ﹤0.01% 855
2021
Q2 		$103K Buy
1,661
+643
+63% +$39.1K ﹤0.01% 864
2021
Q1 		$68K Sell
1,018
-222
-18% -$13.8K ﹤0.01% 850
2020
Q4 		$81K Buy
+1,240
New +$73.8K ﹤0.01% 776

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CI Investments Inc's PFSI Position: Q4 2025 in Review

CI Investments Inc sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 1,780 shares — an estimated $221K sold.

CI Investments Inc first reported a position in PFSI in Q4 2020 and held it in 12 quarters. The position peaked at $221K in Q3 2025. 264 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • CI Investments Inc reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,780 PennyMac Financial shares in Q4 2025, an estimated $221K.
  • CI Investments Inc first reported a position in PennyMac Financial in Q4 2020 and held it in 12 quarters.
  • CI Investments Inc's PennyMac Financial position peaked at $221K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.