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Cooper Financial Group’s PennyMac Financial PFSI Stock Holding History

Cooper Financial Group’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 		$270K Hold
3,099
– – 0.02% 365
2026
Q1 		$271K Buy
+3,099
New +$333K 0.03% 353

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cooper Financial Group's PFSI Position: Q2 2026 in Review

Cooper Financial Group held its PennyMac Financial (PFSI) position steady in Q2 2026 at 3,099 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #365.

Cooper Financial Group first reported a position in PFSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • Cooper Financial Group held 3,099 shares of PennyMac Financial worth $270K as of Q2 2026.
  • Cooper Financial Group left its PennyMac Financial share count unchanged in Q2 2026.
  • PennyMac Financial made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #365 holding.
  • Cooper Financial Group first reported a position in PennyMac Financial in Q1 2026 and has held it in 2 quarters since.
  • Cooper Financial Group's PennyMac Financial position peaked at $271K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.