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 Q2	$3.03M	Sell	34,817 -8,113	-19%	-$706K	0.25%	68
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 $4.83B AUM 65.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clough Capital Partners's PFSI Position: Q2 2026 in Review

Clough Capital Partners reduced its PennyMac Financial (PFSI) stake by 19% in Q2 2026, selling an estimated $706K and leaving 34,817 shares worth $3.03M. The position accounts for 0.25% of the portfolio, ranked #68.

Clough Capital Partners first reported a position in PFSI in Q1 2020 and has held it in 11 quarters since. The position peaked at $79.8M in Q4 2021. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Clough Capital Partners held 34,817 shares of PennyMac Financial worth $3.03M as of Q2 2026.
Clough Capital Partners sold 8,113 PennyMac Financial shares in Q2 2026, an estimated $706K.
PennyMac Financial made up 0.25% of Clough Capital Partners's portfolio in Q2 2026, its #68 holding.
Clough Capital Partners first reported a position in PennyMac Financial in Q1 2020 and has held it in 11 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 Q2 2026.

Based on Clough Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.