CWM
PFSI icon

CIBC World Markets’s PennyMac Financial PFSI Stock Holding History

CIBC World Markets’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 		$255K Buy
+1,935
New +$247K ﹤0.01% 1015
2025
Q2 		$359K Sell
3,605
-2,328
-39% -$226K ﹤0.01% 1018
2025
Q1 		$594K Buy
5,933
+3,432
+137% +$352K ﹤0.01% 922
2024
Q4 		$255K Buy
+2,501
New +$262K ﹤0.01% 1007

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 World Markets's PFSI Position: Q4 2025 in Review

CIBC World Markets opened a new position in PennyMac Financial (PFSI) in Q4 2025: 1,935 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in PFSI as recently as Q2 2025.

CIBC World Markets first reported a position in PFSI in Q4 2024 and has held it in 4 quarters since. The position peaked at $594K in Q1 2025. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

  • CIBC World Markets held 1,935 shares of PennyMac Financial worth $255K as of Q4 2025.
  • PennyMac Financial was a new CIBC World Markets position in Q4 2025.
  • PennyMac Financial made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1015 holding.
  • CIBC World Markets first reported a position in PennyMac Financial in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's PennyMac Financial position peaked at $594K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.