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
Q1 		$13.4M Buy
153,800
+111,600
+264% +$12M ﹤0.01% 2832
2025
Q4 		$5.56M Sell
42,200
-12,000
-22% -$1.53M ﹤0.01% 4131
2025
Q3 		$6.71M Sell
54,200
-10,600
-16% -$1.15M ﹤0.01% 3851
2025
Q2 		$6.46M Sell
64,800
-17,600
-21% -$1.71M ﹤0.01% 3686
2025
Q1 		$8.25M Sell
82,400
-38,700
-32% -$3.97M ﹤0.01% 3117
2024
Q4 		$12.4M Buy
121,100
+41,700
+53% +$4.36M ﹤0.01% 2707
2024
Q3 		$9.05M Buy
79,400
+27,600
+53% +$2.83M ﹤0.01% 3067
2024
Q2 		$4.9M Sell
51,800
-77,700
-60% -$7.03M ﹤0.01% 3776
2024
Q1 		$11.8M Sell
129,500
-77,300
-37% -$6.75M ﹤0.01% 2723
2023
Q4 		$18.3M Buy
206,800
+88,700
+75% +$6.66M ﹤0.01% 2112
2023
Q3 		$7.87M Buy
118,100
+20,800
+21% +$1.5M ﹤0.01% 2987
2023
Q2 		$6.84M Sell
97,300
-101,700
-51% -$6.44M ﹤0.01% 3186
2023
Q1 		$11.9M Sell
199,000
-11,600
-6% -$718K ﹤0.01% 2576
2022
Q4 		$11.9M Sell
210,600
-105,800
-33% -$5.6M ﹤0.01% 2574
2022
Q3 		$13.6M Buy
316,400
+221,600
+234% +$11.6M ﹤0.01% 2350
2022
Q2 		$4.14M Sell
94,800
-163,300
-63% -$7.71M ﹤0.01% 4147
2022
Q1 		$13.7M Buy
258,100
+109,200
+73% +$6.6M ﹤0.01% 2490
2021
Q4 		$10.4M Sell
148,900
-151,600
-50% -$10M ﹤0.01% 3015
2021
Q3 		$18.4M Buy
300,500
+220,700
+277% +$14M ﹤0.01% 2128
2021
Q2 		$4.92M Sell
79,800
-69,300
-46% -$4.21M ﹤0.01% 4470
2021
Q1 		$9.97M Buy
149,100
+55,100
+59% +$3.42M ﹤0.01% 2961
2020
Q4 		$6.17M Buy
94,000
+72,400
+335% +$4.31M ﹤0.01% 3332
2020
Q3 		$1.25M Sell
21,600
-14,500
-40% -$719K ﹤0.01% 5615
2020
Q2 		$1.51M Buy
36,100
+22,700
+169% +$719K ﹤0.01% 5062
2020
Q1 		$296K Buy
+13,400
New +$431K ﹤0.01% 7363
2017
Q3 		– Sell
-14,500
Closed -$242K – 7897
2017
Q2 		$242K Sell
14,500
-3,100
-18% -$51.2K ﹤0.01% 6260
2017
Q1 		$300K Buy
+17,600
New +$305K ﹤0.01% 5884

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors's PFSI Position: Q1 2026 in Review

Citadel Advisors increased its PennyMac Financial (PFSI) stake by 172% in Q1 2026, buying an estimated $78.8M and bringing the position to 1,158,148 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #799.

Citadel Advisors first reported a position in PFSI in Q2 2013 and has held it in 35 quarters since. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Citadel Advisors held 1,158,148 shares of PennyMac Financial worth $101M as of Q1 2026.
  • Citadel Advisors bought 732,864 PennyMac Financial shares in Q1 2026, an estimated $78.8M.
  • PennyMac Financial made up 0.02% of Citadel Advisors's portfolio in Q1 2026, its #799 holding.
  • Citadel Advisors first reported a position in PennyMac Financial in Q2 2013 and has held it in 35 quarters since.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.