CIBC Private Wealth Group
PFSI icon

CIBC Private Wealth Group’s PennyMac Financial PFSI Stock Holding History

CIBC Private Wealth Group’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 		$82.8K Hold
628
– – ﹤0.01% 1600
2025
Q3 		$77.8K Buy
+628
New +$67.9K ﹤0.01% 1608
2025
Q1 		– Sell
-953
Closed -$94.8K – 3223
2024
Q4 		$94.8K Sell
953
-963
-50% -$101K ﹤0.01% 1439
2024
Q3 		$218K Sell
1,916
-1,501
-44% -$154K ﹤0.01% 1142
2024
Q2 		$314K Buy
3,417
+205
+6% +$18.5K ﹤0.01% 941
2024
Q1 		$288K Sell
3,212
-46
-1% -$4.02K ﹤0.01% 988
2023
Q4 		$288K Buy
+3,258
New +$245K ﹤0.01% 951

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CIBC Private Wealth Group's PFSI Position: Q4 2025 in Review

CIBC Private Wealth Group held its PennyMac Financial (PFSI) position steady in Q4 2025 at 628 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

CIBC Private Wealth Group first reported a position in PFSI in Q4 2023 and has held it in 7 quarters since. The position peaked at $314K in Q2 2024. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • CIBC Private Wealth Group held 628 shares of PennyMac Financial worth $82.8K as of Q4 2025.
  • CIBC Private Wealth Group left its PennyMac Financial share count unchanged in Q4 2025.
  • PennyMac Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1600 holding.
  • CIBC Private Wealth Group first reported a position in PennyMac Financial in Q4 2023 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's PennyMac Financial position peaked at $314K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.