Empowered Funds’s PennyMac Financial PFSI Stock Holding History

Empowered 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 Q2	–	Sell	-2,662	Closed	-$233K	–	2247
2026 Q1	$233K	Buy	+2,662	New	+$286K	﹤0.01%	1948

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

Empowered Funds's PFSI Position: Q2 2026 in Review

Empowered Funds sold out of PennyMac Financial (PFSI) in Q2 2026, closing a stake of 2,662 shares — an estimated $233K sold.

Empowered Funds first reported a position in PFSI in Q1 2026 and held it in 1 quarter. The position peaked at $233K in Q1 2026. 231 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

Empowered Funds reported no remaining PennyMac Financial position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 2,662 PennyMac Financial shares in Q2 2026, an estimated $233K.
Empowered Funds first reported a position in PennyMac Financial in Q1 2026 and held it in 1 quarter.
Empowered Funds's PennyMac Financial position peaked at $233K in Q1 2026.
231 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.