Citadel Advisors
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Citadel Advisors’s PennyMac Financial PFSI Stock Holding History

Citadel Advisors’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 		$12.2M Buy
140,300
+72,600
+107% +$6.31M ﹤0.01% 3266
2026
Q1 		$5.92M Buy
67,700
+30,900
+84% +$3.32M ﹤0.01% 4063
2025
Q4 		$4.85M Buy
36,800
+2,800
+8% +$357K ﹤0.01% 4330
2025
Q3 		$4.21M Buy
34,000
+8,400
+33% +$909K ﹤0.01% 4676
2025
Q2 		$2.55M Buy
25,600
+5,300
+26% +$514K ﹤0.01% 5262
2025
Q1 		$2.03M Sell
20,300
-79,700
-80% -$8.17M ﹤0.01% 5503
2024
Q4 		$10.2M Sell
100,000
-2,900
-3% -$303K ﹤0.01% 2954
2024
Q3 		$11.7M Buy
102,900
+24,100
+31% +$2.47M ﹤0.01% 2676
2024
Q2 		$7.45M Sell
78,800
-26,700
-25% -$2.42M ﹤0.01% 3188
2024
Q1 		$9.61M Sell
105,500
-103,300
-49% -$9.03M ﹤0.01% 2999
2023
Q4 		$18.5M Buy
208,800
+4,400
+2% +$330K ﹤0.01% 2101
2023
Q3 		$13.6M Sell
204,400
-36,000
-15% -$2.59M ﹤0.01% 2309
2023
Q2 		$16.9M Sell
240,400
-93,500
-28% -$5.92M ﹤0.01% 2057
2023
Q1 		$19.9M Sell
333,900
-72,200
-18% -$4.47M ﹤0.01% 1917
2022
Q4 		$23M Buy
406,100
+26,700
+7% +$1.41M 0.01% 1823
2022
Q3 		$16.3M Sell
379,400
-25,100
-6% -$1.31M ﹤0.01% 2116
2022
Q2 		$17.7M Buy
404,500
+193,400
+92% +$9.13M ﹤0.01% 1983
2022
Q1 		$11.2M Buy
211,100
+10,100
+5% +$610K ﹤0.01% 2766
2021
Q4 		$14M Sell
201,000
-1,900
-0.9% -$125K ﹤0.01% 2521
2021
Q3 		$12.4M Buy
202,900
+139,500
+220% +$8.86M ﹤0.01% 2701
2021
Q2 		$3.91M Sell
63,400
-178,700
-74% -$10.9M ﹤0.01% 4983
2021
Q1 		$16.2M Sell
242,100
-64,700
-21% -$4.01M ﹤0.01% 2249
2020
Q4 		$20.1M Buy
306,800
+245,900
+404% +$14.6M 0.01% 1799
2020
Q3 		$3.54M Sell
60,900
-19,200
-24% -$952K ﹤0.01% 3693
2020
Q2 		$3.35M Sell
80,100
-92,500
-54% -$2.93M ﹤0.01% 3673
2020
Q1 		$3.82M Buy
172,600
+160,100
+1,281% +$5.15M ﹤0.01% 3099
2019
Q4 		$426K Buy
+12,500
New +$406K ﹤0.01% 7061

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
RCMNY
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 $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors's PFSI Position: Q2 2026 in Review

Citadel Advisors reduced its PennyMac Financial (PFSI) stake by 96% in Q2 2026, selling an estimated $96.5M and leaving 48,903 shares worth $4.26M. The position accounts for ﹤0.01% of the portfolio, ranked #5011.

Citadel Advisors first reported a position in PFSI in Q2 2013 and has held it in 36 quarters since. The position peaked at $101M in Q1 2026. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Citadel Advisors held 48,903 shares of PennyMac Financial worth $4.26M as of Q2 2026.
  • Citadel Advisors sold 1,109,245 PennyMac Financial shares in Q2 2026, an estimated $96.5M.
  • PennyMac Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5011 holding.
  • Citadel Advisors first reported a position in PennyMac Financial in Q2 2013 and has held it in 36 quarters since.
  • Citadel Advisors's PennyMac Financial position peaked at $101M in Q1 2026.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.