Cloud Capital Management’s PennyMac Financial PFSI Stock Holding History

Cloud Capital Management’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
2025 Q4	–	Sell	-6	Closed	–	–	1111
2025 Q3	$0	Buy	+6	New	+$649	﹤0.01%	1389

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cloud Capital Management's PFSI Position: Q4 2025 in Review

Cloud Capital Management sold out of PennyMac Financial (PFSI) in Q4 2025, closing a stake of 6 shares.

Cloud Capital Management first reported a position in PFSI in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 263 funds tracked by Wall St. Rank hold PFSI as of Q4 2025.

Cloud Capital Management reported no remaining PennyMac Financial position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 6 PennyMac Financial shares in Q4 2025.
Cloud Capital Management first reported a position in PennyMac Financial in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's PennyMac Financial position peaked at $0 in Q3 2025.
263 funds tracked by Wall St. Rank held PennyMac Financial as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.