EI
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EAM Investors’s PennyMac Financial PFSI Stock Holding History

EAM Investors’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
-37,009
Closed -$4.88M – 355
2025
Q4 		$4.88M Buy
+37,009
New +$4.72M 0.54% 75
2024
Q1 		– Sell
-41,504
Closed -$3.67M – 315
2023
Q4 		$3.67M Buy
41,504
+23,848
+135% +$1.79M 0.65% 59
2023
Q3 		$1.18M Buy
+17,656
New +$1.27M 0.23% 203
2020
Q4 		– Sell
-23,316
Closed -$1.35M – 370
2020
Q3 		$1.35M Sell
23,316
-16,828
-42% -$834K 0.32% 134
2020
Q2 		$1.68M Sell
40,144
-20,547
-34% -$651K 0.37% 130
2020
Q1 		$1.34M Sell
60,691
-16,499
-21% -$531K 0.42% 111
2019
Q4 		$2.63M Sell
77,190
-25,317
-25% -$822K 0.58% 50
2019
Q3 		$3.11M Buy
+102,507
New +$2.77M 0.82% 16

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

EAM Investors's PFSI Position: Q1 2026 in Review

EAM Investors sold out of PennyMac Financial (PFSI) in Q1 2026, closing a stake of 37,009 shares — an estimated $4.88M sold.

EAM Investors first reported a position in PFSI in Q3 2019 and held it in 8 quarters. The position peaked at $4.88M in Q4 2025. 231 funds tracked by Wall St. Rank hold PFSI as of Q1 2026.

  • EAM Investors reported no remaining PennyMac Financial position as of Q1 2026 after selling out during the quarter.
  • EAM Investors sold 37,009 PennyMac Financial shares in Q1 2026, an estimated $4.88M.
  • EAM Investors first reported a position in PennyMac Financial in Q3 2019 and held it in 8 quarters.
  • EAM Investors's PennyMac Financial position peaked at $4.88M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held PennyMac Financial as of Q1 2026.

Based on EAM Investors's 13F filing for Q1 2026, filed 13 May 2026.