Clough Capital Partners’s PennyMac Financial PFSI Stock Holding History

Clough Capital Partners’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
2026 Q1	$3.75M	Buy	42,930 +2,040	+5%	+$219K	0.36%	49
2025 Q4	$5.39M	Buy	+40,890	New	+$5.21M	0.48%	51
2022 Q1	–	Sell	-1,143,540	Closed	-$79.8M	–	138
2021 Q4	$79.8M	Buy	1,143,540 +160,039	+16%	+$10.6M	5.34%	3
2021 Q3	$60.1M	Buy	983,501 +1,900	+0.2%	+$121K	3.65%	5
2021 Q2	$60.6M	Buy	981,601 +240,900	+33%	+$14.6M	3.29%	2
2021 Q1	$49.5M	Sell	740,701 -437,217	-37%	-$27.1M	2.21%	3
2020 Q4	$77.3M	Sell	1,177,918 -116,791	-9%	-$6.95M	5.49%	1
2020 Q3	$75.2M	Sell	1,294,709 -81,257	-6%	-$4.03M	5.41%	2
2020 Q2	$57.5M	Buy	1,375,966 +268,337	+24%	+$8.5M	5.63%	1
2020 Q1	$24.5M	Buy	+1,107,629	New	+$35.7M	2.43%	10

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

Millennium Management New York $240B AUM 35.51% 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

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Clough Capital Partners's PFSI Position: Q1 2026 in Review

Clough Capital Partners increased its PennyMac Financial (PFSI) stake by 5% in Q1 2026, buying an estimated $219K and bringing the position to 42,930 shares worth $3.75M. The position accounts for 0.36% of the portfolio, ranked #49.

Clough Capital Partners first reported a position in PFSI in Q1 2020 and has held it in 10 quarters since. The position peaked at $79.8M in Q4 2021. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

Clough Capital Partners held 42,930 shares of PennyMac Financial worth $3.75M as of Q1 2026.
Clough Capital Partners bought 2,040 PennyMac Financial shares in Q1 2026, an estimated $219K.
PennyMac Financial made up 0.36% of Clough Capital Partners's portfolio in Q1 2026, its #49 holding.
Clough Capital Partners first reported a position in PennyMac Financial in Q1 2020 and has held it in 10 quarters since.
Clough Capital Partners's PennyMac Financial position peaked at $79.8M in Q4 2021.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Clough Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.