CIM
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Contravisory Investment Management’s PennyMac Financial PFSI Stock Holding History

Contravisory Investment 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
2026
Q1 		– Sell
-409
Closed -$53.9K – 414
2025
Q4 		$53.9K Hold
409
– – 0.01% 270
2025
Q3 		$50.7K Sell
409
-325
-44% -$35.2K 0.01% 275
2025
Q2 		$73.1K Sell
734
-255
-26% -$24.7K 0.01% 271
2025
Q1 		$99K Sell
989
-1,788
-64% -$183K 0.02% 268
2024
Q4 		$284K Hold
2,777
– – 0.06% 193
2024
Q3 		$316K Hold
2,777
– – 0.07% 176
2024
Q2 		$263K Sell
2,777
-73
-3% -$6.61K 0.06% 183
2024
Q1 		$260K Hold
2,850
– – 0.06% 188
2023
Q4 		$252K Buy
+2,850
New +$214K 0.06% 184

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

Contravisory Investment Management's PFSI Position: Q1 2026 in Review

Contravisory Investment Management sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 409 shares — an estimated $53.9K sold.

Contravisory Investment Management first reported a position in PFSI in Q4 2023 and held it in 9 quarters. The position peaked at $316K in Q3 2024. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • Contravisory Investment Management reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 409 PennyMac Financial shares in Q1 2026, an estimated $53.9K.
  • Contravisory Investment Management first reported a position in PennyMac Financial in Q4 2023 and held it in 9 quarters.
  • Contravisory Investment Management's PennyMac Financial position peaked at $316K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on Contravisory Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.