Claris Advisors’s PennyMac Financial PFSI Stock Holding History

Claris 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
2024 Q4	–	Sell	-4	Closed	-$456	–	849
2024 Q3	$456	Buy	+4	New	+$410	﹤0.01%	684

Other funds holding PFSI

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Claris Advisors's PFSI Position: Q4 2024 in Review

Claris Advisors sold out of PennyMac Financial (PFSI) in Q4 2024, closing a stake of 4 shares — an estimated $456 sold.

Claris Advisors first reported a position in PFSI in Q3 2024 and held it in 1 quarter. The position peaked at $456 in Q3 2024. 206 funds tracked by Wall St. Rank hold PFSI as of Q4 2024.

Claris Advisors reported no remaining PennyMac Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 PennyMac Financial shares in Q4 2024, an estimated $456.
Claris Advisors first reported a position in PennyMac Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's PennyMac Financial position peaked at $456 in Q3 2024.
206 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.