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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Arizona State Retirement System
Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup's PFSI Position: Q3 2026 in Review

Citigroup reduced its PennyMac Financial (PFSI) stake by 9.3% in Q3 2026, selling an estimated $361K and leaving 46,646 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Citigroup first reported a position in PFSI in Q3 2013 and has held it in 50 quarters since. The position peaked at $4.71M in Q4 2025. 50 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Citigroup held 46,646 shares of PennyMac Financial worth $2.88M as of Q3 2026.
  • Citigroup sold 4,766 PennyMac Financial shares in Q3 2026, an estimated $361K.
  • PennyMac Financial made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2540 holding.
  • Citigroup first reported a position in PennyMac Financial in Q3 2013 and has held it in 50 quarters since.
  • Citigroup's PennyMac Financial position peaked at $4.71M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.