Counterpoint Mutual Funds
PFSI icon

Counterpoint Mutual Funds’s PennyMac Financial PFSI Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-3,495
Closed -$304K – 449
2026
Q2 		$304K Buy
+3,495
New +$304K 0.03% 247
2022
Q1 		– Sell
-377
Closed -$26K – 281
2021
Q4 		$26K Buy
377
+44
+13% +$2.9K 0.02% 103
2021
Q3 		$20K Buy
333
+126
+61% +$8K 0.02% 101
2021
Q2 		$13K Buy
+207
New +$12.6K 0.01% 105

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GAMMA Investing
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IFP Advisors
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Farther Finance Advisors
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TWD
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FFO
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Counterpoint Mutual Funds's PFSI Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of PennyMac Financial (PFSI) in Q3 2026, closing a stake of 3,495 shares — an estimated $304K sold.

Counterpoint Mutual Funds first reported a position in PFSI in Q2 2021 and held it in 4 quarters. The position peaked at $304K in Q2 2026. 15 funds tracked by Wall St. Rank hold PFSI as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining PennyMac Financial position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 3,495 PennyMac Financial shares in Q3 2026, an estimated $304K.
  • Counterpoint Mutual Funds first reported a position in PennyMac Financial in Q2 2021 and held it in 4 quarters.
  • Counterpoint Mutual Funds's PennyMac Financial position peaked at $304K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held PennyMac Financial as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.