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 $4.77B 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup's PFSI Position: Q1 2026 in Review

Citigroup increased its PennyMac Financial (PFSI) stake by 24% in Q1 2026, buying an estimated $908K and bringing the position to 44,167 shares worth $3.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Citigroup first reported a position in PFSI in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.71M in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Citigroup held 44,167 shares of PennyMac Financial worth $3.86M as of Q1 2026.
  • Citigroup bought 8,442 PennyMac Financial shares in Q1 2026, an estimated $908K.
  • PennyMac Financial made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2161 holding.
  • Citigroup first reported a position in PennyMac Financial in Q3 2013 and has held it in 48 quarters since.
  • Citigroup's PennyMac Financial position peaked at $4.71M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.