Citigroup
PFSI icon

Citigroup’s PennyMac Financial PFSI Stock Holding History

Citigroup’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
2023
Q1 		– Sell
-850,000
Closed -$48.2M – 5772
2022
Q4 		$48.2M Hold
850,000
– – 0.04% 410
2022
Q3 		$36.5M Buy
+850,000
New +$44.4M 0.03% 498

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

Citigroup's PFSI Position: Q2 2026 in Review

Citigroup increased its PennyMac Financial (PFSI) stake by 16% in Q2 2026, buying an estimated $630K and bringing the position to 51,412 shares worth $4.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Citigroup first reported a position in PFSI in Q3 2013 and has held it in 49 quarters since. The position peaked at $4.71M in Q4 2025. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Citigroup held 51,412 shares of PennyMac Financial worth $4.48M as of Q2 2026.
  • Citigroup bought 7,245 PennyMac Financial shares in Q2 2026, an estimated $630K.
  • PennyMac Financial made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #2243 holding.
  • Citigroup first reported a position in PennyMac Financial in Q3 2013 and has held it in 49 quarters since.
  • Citigroup's PennyMac Financial position peaked at $4.71M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.